Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$248,846
-$2,106 QoQ
Shares Held
2,600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,881
of 2,360 holders
Holding Since
Mar 2020
23 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, 2026LAFFER TENGLER INVESTMENTS, INC. holds $7,085,891 across 3 Utilities - Regulated Electric names. SO ranks #2 (3.5% of the industry book) .
All Filings in SO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,846 | 2,600 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $250,952 | 2,600 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $227,417 | 2,608 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $247,160 | 2,608 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $238,758 | 2,600 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $239,070 | 2,600 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $214,032 | 2,600 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $234,468 | 2,600 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $201,682 | 2,600 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $186,524 | 2,600 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $187,500 | 2,674 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $168,272 | 2,600 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $9,069 | 127 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 SOLN | — | 54,169 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 SOLN | — | 54,388 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 SOLN | — | 54,192 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 SOLN | — | 54,619 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 SOLN | — | 55,999 | Shares | Other | 2021-08-16 | |
| 2021-03-31 SOLN | — | 59,479 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 SOLN | — | 36,188 | Shares | Other | 2021-06-11 | |
| 2020-09-30 SOLN | — | 35,433 | Shares | Sole | 2021-06-11 | |
| 2020-06-30 SOLN | — | 33,838 | Shares | Sole | 2021-06-11 | |
| 2020-03-31 SOLN | — | 32,515 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||