Bell Bank

Bank

Position in SO — Southern Co

CIK 1002672 FARGO, ND

Position in SO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$13,412,416

+$758,934 QoQ

Shares Held

140,136

+6.9% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#267

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bell Bank holds $25,187,358 across 4 Utilities - Regulated Electric names. SO ranks #1 (53.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	140,136	$13,412,416
2	DUK	Duke Energy CORP	82,648	$10,461,583
3	NEE	Nextera Energy Inc	11,004	$965,821
4	XEL	Xcel Energy Inc	4,328	$347,538

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,412,416	140,136	+6.9%	Shares	Defined	2026-07-16
2026-03-31	$12,653,482	131,097	+2.5%	Shares	Defined	2026-04-23
2025-12-31	$11,152,967	127,901	+20.5%	Shares	Defined	2026-01-14
2025-09-30	$10,059,835	106,150	+1.4%	Shares	Defined	2025-10-21
2025-06-30	$9,608,906	104,638	-16.3%	Shares	Defined	2025-07-11
2025-03-31	$11,500,461	125,073	+2.7%	Shares	Defined	2025-04-18
2024-12-31	$10,027,563	121,812	+12.1%	Shares	Defined	2025-02-03
2024-09-30	$9,802,475	108,699	-14.5%	Shares	Defined	2024-11-06
2024-06-30	$9,863,568	127,157	-2.1%	Shares	Sole	2024-07-31
2024-03-31	$9,322,326	129,946	+2.8%	Shares	Sole	2024-04-23
2023-12-31	$8,866,253	126,444	+0.1%	Shares	Sole	2024-01-23
2023-09-30	$8,177,889	126,358	-0.6%	Shares	Sole	2023-10-30
2023-06-30	$8,934,324	127,179	-6.2%	Shares	Sole	2023-07-27
2023-03-31	$9,434,213	135,588	+8.1%	Shares	Sole	2023-04-19
2022-12-31	$8,954,385	125,394	-5.5%	Shares	Sole	2023-01-31
2022-09-30	$9,022,580	132,685	+11.0%	Shares	Sole	2022-10-11
2022-06-30	$8,520,332	119,483	+5.1%	Shares	Sole	2022-07-15
2022-03-31	$8,245,619	113,717	+17.7%	Shares	Sole	2022-04-25
2021-12-31	$6,626,268	96,621	+21.9%	Shares	Sole	2022-02-01
2021-09-30	$4,912,671	79,275	+7.6%	Shares	Sole	2021-10-22
2021-06-30	$4,456,440	73,648	+7.7%	Shares	Sole	2021-07-30
2021-03-31	$4,250,873	68,386	+8.4%	Shares	Sole	2021-05-07
2020-12-31	$3,874,758	63,076	+25.8%	Shares	Sole	2021-02-05
2020-09-30	$2,718,699	50,142	-2.8%	Shares	Sole	2020-11-05
2020-06-30	$2,675,304	51,597	-12.7%	Shares	Sole	2020-08-13
2020-03-31	$3,198,266	59,074	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.