Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$546,121
+$1,266 QoQ
Shares Held
5,706
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,347
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BAR HARBOR WEALTH MANAGEMENT holds $10,260,418 across 9 Utilities - Regulated Electric names. SO ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
60,496 | $4,131,271 | |
| 2 | NEE |
Nextera Energy Inc
|
36,472 | $3,201,147 | |
| 3 | DUK |
Duke Energy CORP
|
5,628 | $712,392 | |
| 4 | SO |
Southern Co
This page
|
5,706 | $546,121 | |
| 5 | ES |
Eversource Energy
|
6,780 | $489,990 | |
| 6 | XEL |
Xcel Energy Inc
|
5,389 | $432,736 | |
| 7 | ED |
Consolidated Edison Inc
|
2,514 | $278,123 | |
| 8 | DTE |
Dte Energy Co
|
1,756 | $267,561 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,121 | 5,706 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $544,855 | 5,645 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $475,850 | 5,457 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $517,159 | 5,457 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $528,665 | 5,757 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $533,953 | 5,807 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $478,032 | 5,807 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $541,711 | 6,007 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $467,902 | 6,032 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $449,379 | 6,264 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $452,414 | 6,452 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $430,517 | 6,652 | Shares | Defined | 2023-11-28 | |
| 2023-06-30 | $474,328 | 6,752 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $479,614 | 6,893 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $522,364 | 7,315 | Shares | Defined | 2023-06-09 | |
| 2022-09-30 | $504,220 | 7,415 | Shares | Defined | 2022-10-24 | |
| 2022-06-30 | $533,755 | 7,485 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $434,697 | 5,995 | Shares | Defined | 2022-04-14 | |
| 2021-12-31 | $441,655 | 6,440 | Shares | Defined | 2022-01-28 | |
| 2021-09-30 | $399,086 | 6,440 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $395,856 | 6,542 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $414,482 | 6,668 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $415,819 | 6,769 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $367,015 | 6,769 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $367,046 | 7,079 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $552,931 | 10,213 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||