Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,047,066
+$89,395 QoQ
Shares Held
10,940
+10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#991
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 14%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TRUSTCO BANK CORP N Y holds $1,526,767 across 3 Utilities - Regulated Electric names. SO ranks #1 (68.6% of the industry book) .
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,047,066 | 10,940 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $957,671 | 9,922 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $865,198 | 9,922 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $921,353 | 9,722 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $901,953 | 9,822 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $930,717 | 10,122 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $860,820 | 10,457 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,015,155 | 11,257 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,067,130 | 13,757 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,055,869 | 14,718 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,089,173 | 15,533 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,127,292 | 17,418 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,230,990 | 17,523 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,240,124 | 17,823 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,272,740 | 17,823 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,775,956 | 26,117 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,888,145 | 26,478 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,919,919 | 26,478 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,885,606 | 27,495 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,728,652 | 27,895 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,684,899 | 27,845 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,805,436 | 29,045 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,802,663 | 29,345 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,515,177 | 27,945 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,433,392 | 27,645 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,496,699 | 27,645 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||