Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$303,400
+$14,999 QoQ
Shares Held
3,170
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,713
of 2,360 holders
Holding Since
Jun 2024
9 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, 2026LUTS & GREENLEIGH GROUP, INC. holds $1,139,686 across 3 Utilities - Regulated Electric names. SO ranks #3 (26.6% of the industry book) .
All Filings in SO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,400 | 3,170 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $288,401 | 2,988 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $255,060 | 2,925 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $276,917 | 2,922 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $273,561 | 2,979 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $273,643 | 2,976 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $244,737 | 2,973 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $265,580 | 2,945 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $227,047 | 2,927 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||