Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,669,947
+$27,081 QoQ
Shares Held
17,448
+2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#824
of 2,360 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Lebenthal Global Advisors, LLC holds $3,127,026 across 3 Utilities - Regulated Electric names. SO ranks #1 (53.4% 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 | $1,669,947 | 17,448 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,642,866 | 17,021 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,423,191 | 16,321 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $1,452,728 | 15,329 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,350,910 | 14,711 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,341,733 | 14,592 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,111,978 | 13,508 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,143,572 | 12,681 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $511,341 | 6,592 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $392,273 | 5,468 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $368,760 | 5,259 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $342,433 | 5,291 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $371,692 | 5,291 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $365,364 | 5,251 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $385,685 | 5,401 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $360,468 | 5,301 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $378,014 | 5,301 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $362,622 | 5,001 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $339,539 | 4,951 | Shares | Sole | 2022-04-15 | |
| 2021-09-30 | $314,869 | 5,081 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $307,451 | 5,081 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $315,834 | 5,081 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $360,532 | 5,869 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||