Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$78,768
+$10,240 QoQ
Shares Held
823
+15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,141
of 2,356 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026S&T Bank/PA holds $1,325,529 across 21 Utilities - Regulated Electric names. SO ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
14,946 | $543,286 | |
| 2 | NEE |
Nextera Energy Inc
|
2,609 | $228,991 | |
| 3 | SO |
Southern Co
This page
|
823 | $78,768 | |
| 4 | ED |
Consolidated Edison Inc
|
638 | $70,581 | |
| 5 | AEP |
American Electric Power Co Inc
|
481 | $65,804 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
799 | $64,846 | |
| 7 | FE |
Firstenergy Corp
|
1,320 | $62,752 | |
| 8 | DUK |
Duke Energy CORP
|
434 | $54,935 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,768 | 823 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $68,528 | 710 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $33,658 | 386 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $96,001 | 1,013 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $62,902 | 685 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $59,583 | 648 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $53,343 | 648 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||