BAKER BOYER NATIONAL BANK

Bank

Position in SO — Southern Co

CIK 1079398 WALLA WALLA, WA

Position in SO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$300,529

+$7,881 QoQ

Shares Held

3,140

+3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#1,720

of 2,360 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BAKER BOYER NATIONAL BANK holds $1,074,163 across 3 Utilities - Regulated Electric names. SO ranks #3 (28.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	3,233	$409,233
2	XEL	Xcel Energy Inc	4,538	$364,401
3	SO	Southern Co This page	3,140	$300,529

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$300,529	3,140	+3.6%	Shares	Sole	2026-07-27
2026-03-31	$292,648	3,032	-56.3%	Shares	Sole	2026-04-28
2025-12-31	$604,470	6,932	-4.5%	Shares	Sole	2026-02-03
2025-09-30	$687,745	7,257	-4.3%	Shares	Sole	2025-11-05
2025-06-30	$696,254	7,582	-1.4%	Shares	Sole	2025-07-28
2025-03-31	$707,186	7,691	0.0%	Shares	Sole	2025-04-29
2024-12-31	$633,123	7,691	-4.4%	Shares	Sole	2025-01-23
2024-09-30	$725,137	8,041	0.0%	Shares	Sole	2024-10-18
2024-06-30	$623,739	8,041	-31.5%	Shares	Sole	2024-08-07
2024-03-31	$842,299	11,741	0.0%	Shares	Sole	2024-04-12
2023-12-31	$823,278	11,741	0.0%	Shares	Sole	2024-01-12
2023-09-30	$759,877	11,741	+93.0%	Shares	Sole	2023-10-12
2023-06-30	$427,401	6,084	0.0%	Shares	Sole	2023-07-11
2023-03-31	$423,324	6,084	0.0%	Shares	Sole	2023-04-17
2022-12-31	$434,458	6,084	+1.4%	Shares	Sole	2023-01-23
2022-09-30	$408,000	6,000	0.0%	Shares	Sole	2022-10-14
2022-06-30	$427,860	6,000	0.0%	Shares	Sole	2022-07-08
2022-03-31	$435,060	6,000	0.0%	Shares	Sole	2022-04-15
2021-12-31	$411,480	6,000	0.0%	Shares	Sole	2022-01-24
2021-06-30	$363,060	6,000	—	Shares	Sole	2022-07-07
No filing history on record for this holder in this stock.