Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,867,758
+$36,924 QoQ
Shares Held
29,963
+2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#630
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CHEMUNG CANAL TRUST CO holds $7,475,146 across 4 Utilities - Regulated Electric names. SO ranks #2 (38.4% of the industry book) .
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,867,758 | 29,963 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,830,834 | 29,329 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,515,894 | 28,852 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,695,447 | 28,442 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,627,163 | 28,609 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,061,566 | 33,296 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $997,388 | 12,116 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,115,616 | 12,371 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,068,681 | 13,777 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $990,514 | 13,807 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $987,499 | 14,083 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $925,496 | 14,300 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,011,248 | 14,395 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,015,519 | 14,595 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,072,934 | 15,025 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $1,209,312 | 17,784 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,351,537 | 18,953 | Shares | Sole | 2022-07-01 | |
| 2022-03-31 | $1,394,584 | 19,233 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,312,620 | 19,140 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,181,395 | 19,064 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,100,918 | 18,194 | Shares | Sole | 2021-07-02 | |
| 2021-03-31 | $1,152,197 | 18,536 | Shares | Sole | 2021-04-02 | |
| 2020-12-31 | $1,283,518 | 20,894 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,243,047 | 22,926 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $1,231,955 | 23,760 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $1,895,224 | 35,006 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||