Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$591,104
+$294,885 QoQ
Shares Held
6,176
+101.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,315
of 2,360 holders
Holding Since
Mar 2022
17 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, 2026WORLD EQUITY GROUP, INC. holds $2,981,937 across 5 Utilities - Regulated Electric names. SO ranks #3 (19.8% of the industry book) .
All Filings in SO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $591,104 | 6,176 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $296,219 | 3,069 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $308,164 | 3,534 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $777,493 | 8,204 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $369,983 | 4,029 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $409,085 | 4,449 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $745,325 | 9,054 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $405,629 | 4,498 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $347,591 | 4,481 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $568,180 | 7,920 | Shares | Sole | 2024-07-18 | |
| 2023-12-31 | $526,320 | 7,506 | Shares | Sole | 2024-07-22 | |
| 2023-09-30 | $507,534 | 7,842 | Shares | Sole | 2024-07-22 | |
| 2023-06-30 | $229,155 | 3,262 | Shares | Sole | 2024-08-26 | |
| 2022-12-31 | $253,862 | 3,555 | Shares | Sole | 2024-09-06 | |
| 2022-09-30 | $240,516 | 3,537 | Shares | Sole | 2024-09-06 | |
| 2022-06-30 | $241,313 | 3,384 | Shares | Sole | 2024-09-06 | |
| 2022-03-31 | $206,798 | 2,852 | Shares | Sole | 2024-09-06 | |
| No filing history on record for this holder in this stock. | ||||||