Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$503,434
-$4,261 QoQ
Shares Held
5,260
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,403
of 2,360 holders
Holding Since
Mar 2020
25 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, 2026HARTLINE INVESTMENT CORP/ holds $7,731,944 across 4 Utilities - Regulated Electric names. SO ranks #2 (6.5% of the industry book) .
All Filings in SO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,434 | 5,260 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $507,695 | 5,260 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $458,672 | 5,260 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $498,490 | 5,260 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $483,025 | 5,260 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $483,657 | 5,260 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $433,003 | 5,260 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $474,346 | 5,260 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $408,018 | 5,260 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,066,255 | 28,802 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $335,454 | 4,784 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $322,564 | 4,984 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $373,800 | 5,321 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $356,667 | 5,126 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $366,047 | 5,126 | Shares | Sole | 2023-02-06 | |
| 2022-06-30 | $365,535 | 5,126 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $371,686 | 5,126 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $351,541 | 5,126 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $317,658 | 5,126 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $310,174 | 5,126 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $318,632 | 5,126 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $314,890 | 5,126 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $237,700 | 4,384 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $227,310 | 4,384 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $237,349 | 4,384 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||