Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$274,783
-$10,144 QoQ
Shares Held
2,871
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,793
of 2,360 holders
Holding Since
Sep 2023
12 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, 2026LAZARI CAPITAL MANAGEMENT, INC. holds $1,103,878 across 4 Utilities - Regulated Electric names. SO ranks #3 (24.9% of the industry book) .
All Filings in SO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,783 | 2,871 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $284,927 | 2,952 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $256,193 | 2,938 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $281,277 | 2,968 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $272,000 | 2,962 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $271,252 | 2,950 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $262,930 | 3,194 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $281,181 | 3,118 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $239,225 | 3,084 | Shares | Sole | 2024-09-09 | |
| 2024-03-31 | $215,650 | 3,006 | Shares | Sole | 2024-06-24 | |
| 2023-12-31 | $210,289 | 2,999 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $202,379 | 3,127 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||