Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$275,549
-$2,332 QoQ
Shares Held
2,879
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,788
of 2,360 holders
Holding Since
Mar 2024
10 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, 2026SHUFRO ROSE & CO LLC holds $1,017,065 across 3 Utilities - Regulated Electric names. SO ranks #2 (27.1% of the industry book) .
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,549 | 2,879 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $277,881 | 2,879 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $251,048 | 2,879 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $343,730 | 3,627 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $333,067 | 3,627 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $333,502 | 3,627 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $236,999 | 2,879 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $259,628 | 2,879 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $223,324 | 2,879 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $206,539 | 2,879 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||