Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$275,166
-$2,329 QoQ
Shares Held
2,875
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,794
of 2,367 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, 2026ANCHOR CAPITAL ADVISORS LLC holds $186,990,563 across 6 Utilities - Regulated Electric names. SO ranks #6 (0.1% 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 | $275,166 | 2,875 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $277,495 | 2,875 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $261,600 | 3,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $284,310 | 3,000 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $275,490 | 3,000 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $275,850 | 3,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $246,960 | 3,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $279,558 | 3,100 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $255,981 | 3,300 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $236,742 | 3,300 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $238,408 | 3,400 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $220,048 | 3,400 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $238,850 | 3,400 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $236,572 | 3,400 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $242,794 | 3,400 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $231,200 | 3,400 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $242,454 | 3,400 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $246,534 | 3,400 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $233,172 | 3,400 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $210,698 | 3,400 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $232,963 | 3,850 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $307,692 | 4,950 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $307,150 | 5,000 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $271,100 | 5,000 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $259,250 | 5,000 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $270,700 | 5,000 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||