Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$430,695
-$51,905 QoQ
Shares Held
4,500
-10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,495
of 2,354 holders
Holding Since
Dec 2023
11 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, 2026CANTOR FITZGERALD INVESTMENT ADVISORS L.P. holds $15,803,069 across 3 Utilities - Regulated Electric names. SO ranks #3 (2.7% of the industry book) .
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,695 | 4,500 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $482,600 | 5,000 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $436,000 | 5,000 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $473,850 | 5,000 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $459,150 | 5,000 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $514,920 | 5,600 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $460,992 | 5,600 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $526,651 | 5,840 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $442,149 | 5,700 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $408,918 | 5,700 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $399,684 | 5,700 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||