Position in SO
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$8,397
+$811 QoQ
Shares Held
87
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026LGT Financial Advisors LLC holds $213,686 across 5 Utilities - Regulated Electric names.
All Filings in SO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,397 | 87 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,586 | 87 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,244 | 87 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,989 | 87 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||