Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$23,544
-$199 QoQ
Shares Held
246
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,254
of 2,360 holders
Holding Since
Jun 2025
5 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, 2026LFA - Lugano Financial Advisors SA holds $247,306 across 5 Utilities - Regulated Electric names. SO ranks #2 (9.5% of the industry book) .
All Filings in SO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,544 | 246 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $23,743 | 246 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $21,451 | 246 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $23,313 | 246 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $22,590 | 246 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||