LCNB CORP

Position in SO — Southern Co

CIK 1074902 LEBANON, OH

Position in SO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$492,906

-$22,124 QoQ

Shares Held

5,150

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,407

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

LCNB CORP holds $3,451,368 across 5 Utilities - Regulated Electric names. SO ranks #3 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	11,397	$1,442,632
2	NEE	Nextera Energy Inc	9,961	$874,276
3	SO	Southern Co This page	5,150	$492,906
4	D	Dominion Energy, Inc	5,431	$370,882
5	WEC	Wec Energy Group, Inc.	2,318	$270,672

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$492,906	5,150	-3.5%	Shares	Sole	2026-08-10
2026-03-31	$515,030	5,336	-5.3%	Shares	Sole	2026-05-11
2025-12-31	$491,459	5,636	0.0%	Shares	Sole	2026-02-10
2025-09-30	$534,123	5,636	-7.5%	Shares	Sole	2025-11-10
2025-06-30	$559,703	6,095	-3.2%	Shares	Sole	2025-08-11
2025-03-31	$578,825	6,295	+4.6%	Shares	Sole	2025-05-12
2024-12-31	$495,319	6,017	+0.9%	Shares	Sole	2025-02-11
2024-09-30	$537,653	5,962	-1.8%	Shares	Sole	2024-11-12
2024-06-30	$470,927	6,071	-4.0%	Shares	Sole	2024-08-14
2024-03-31	$453,468	6,321	0.0%	Shares	Sole	2024-05-10
2023-12-31	$443,228	6,321	0.0%	Shares	Sole	2024-02-12
2023-09-30	$409,095	6,321	-3.1%	Shares	Sole	2023-11-13
2023-06-30	$458,100	6,521	-0.7%	Shares	Sole	2023-08-14
2023-03-31	$457,001	6,568	0.0%	Shares	Sole	2023-05-03
2022-12-31	$469,020	6,568	-2.2%	Shares	Sole	2023-02-10
2022-09-30	$456,824	6,718	0.0%	Shares	Sole	2022-11-14
2022-06-30	$479,060	6,718	-5.6%	Shares	Sole	2022-08-12
2022-03-31	$516,126	7,118	-1.7%	Shares	Sole	2022-05-13
2021-12-31	$496,724	7,243	-1.4%	Shares	Sole	2022-02-14
2021-09-30	$455,045	7,343	-17.7%	Shares	Sole	2021-11-12
2021-06-30	$539,628	8,918	-0.7%	Shares	Sole	2021-08-13
2021-03-31	$558,072	8,978	-1.1%	Shares	Sole	2021-05-13
2020-12-31	$557,661	9,078	+2.3%	Shares	Sole	2021-02-12
2020-09-30	$481,365	8,878	-1.4%	Shares	Sole	2020-11-12
2020-06-30	$466,805	9,003	-4.9%	Shares	Sole	2020-08-12
2020-03-31	$512,489	9,466	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.