Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$308,281
-$4,540 QoQ
Shares Held
3,221
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,704
of 2,360 holders
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CAPITAL CITY TRUST CO/FL holds $14,981,397 across 6 Utilities - Regulated Electric names. SO ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
39,253 | $5,370,202 | |
| 2 | NEE |
Nextera Energy Inc
|
55,621 | $4,881,854 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
47,539 | $3,858,264 | |
| 4 | SO |
Southern Co
This page
|
3,221 | $308,281 | |
| 5 | DUK |
Duke Energy CORP
|
2,265 | $286,703 | |
| 6 | LNT |
Alliant Energy Corp
|
3,619 | $276,093 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,281 | 3,221 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $312,821 | 3,241 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $289,591 | 3,321 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $319,090 | 3,367 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $351,249 | 3,825 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $546,642 | 5,945 | Shares | Sole | 2025-05-07 | |
| 2023-06-30 | $305,657 | 4,351 | Shares | Sole | 2023-07-27 | |
| 2022-03-31 | $201,360 | 2,777 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $215,066 | 3,136 | Shares | Sole | 2022-01-26 | |
| 2021-03-31 | $207,054 | 3,331 | Shares | Sole | 2021-05-05 | |
| 2020-06-30 | $953,054 | 18,381 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||