Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$260,426
New position
Shares Held
2,721
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,840
of 2,360 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DUMONT & BLAKE INVESTMENT ADVISORS LLC holds $973,731 across 3 Utilities - Regulated Electric names. SO ranks #3 (26.7% of the industry book) .
All Filings in SO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,426 | 2,721 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||