Position in SO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$410,691
-$3,476 QoQ
Shares Held
4,291
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,528
of 2,360 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CHAPIN DAVIS, INC. holds $3,857,922 across 3 Utilities - Regulated Electric names. SO ranks #3 (10.6% of the industry book) .
All Filings in SO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,691 | 4,291 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $414,167 | 4,291 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $374,175 | 4,291 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $406,658 | 4,291 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||