Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$870,003
-$7,363 QoQ
Shares Held
9,090
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,094
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PENINSULA ASSET MANAGEMENT INC holds $6,650,534 across 2 Utilities - Regulated Electric names. SO ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
65,860 | $5,780,531 | |
| 2 | SO |
Southern Co
This page
|
9,090 | $870,003 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $870,003 | 9,090 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $877,366 | 9,090 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $618,248 | 7,090 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $671,919 | 7,090 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $651,074 | 7,090 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $651,925 | 7,090 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $583,648 | 7,090 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $639,376 | 7,090 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $549,971 | 7,090 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $515,810 | 7,190 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $518,186 | 7,390 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $478,280 | 7,390 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $526,172 | 7,490 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $521,154 | 7,490 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $534,860 | 7,490 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $509,320 | 7,490 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $541,242 | 7,590 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $550,350 | 7,590 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $534,238 | 7,790 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $488,943 | 7,890 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $477,423 | 7,890 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $490,442 | 7,890 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $484,682 | 7,890 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $427,795 | 7,890 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $409,096 | 7,890 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $526,619 | 9,727 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||