Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,040,728
-$31,073 QoQ
Shares Held
21,322
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#752
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BENEDICT FINANCIAL ADVISORS INC holds $10,052,397 across 3 Utilities - Regulated Electric names. SO ranks #2 (20.3% 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 | $2,040,728 | 21,322 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,071,801 | 21,465 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,872,096 | 21,469 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,974,153 | 20,831 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,900,972 | 20,701 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,902,629 | 20,692 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,701,636 | 20,671 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,616,386 | 17,924 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,375,936 | 17,738 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,271,017 | 17,717 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,242,596 | 17,721 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,147,356 | 17,728 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,245,743 | 17,733 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,235,532 | 17,757 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,210,328 | 16,949 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,135,872 | 16,704 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,194,941 | 16,757 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,228,826 | 16,947 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,147,960 | 16,739 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,054,419 | 17,015 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $930,341 | 15,375 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $951,234 | 15,303 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $938,834 | 15,283 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $830,053 | 15,309 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $774,846 | 14,944 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $808,256 | 14,929 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||