Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,873,605
+$48,869 QoQ
Shares Held
71,817
+1.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.69%
of 13F equity value
Holder Rank
#412
of 2,354 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Towne Trust Company, N.A holds $14,769,203 across 12 Utilities - Regulated Electric names. SO ranks #1 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
71,817 | $6,873,605 | |
| 2 | NEE |
Nextera Energy Inc
|
64,177 | $5,632,814 | |
| 3 | D |
Dominion Energy, Inc
|
21,310 | $1,455,259 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,139 | $292,636 | |
| 5 | DUK |
Duke Energy CORP
|
1,931 | $244,425 | |
| 6 | ETR |
Entergy Corp /De/
|
700 | $80,402 | |
| 7 | FE |
Firstenergy Corp
|
1,191 | $56,620 | |
| 8 | EXC |
Exelon Corp
|
1,100 | $51,282 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,873,605 | 71,817 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,824,736 | 70,708 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,449,137 | 73,958 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,862,106 | 72,408 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $6,757,126 | 73,583 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $6,962,729 | 75,723 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,338,886 | 77,003 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $6,929,701 | 76,843 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,001,823 | 77,373 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,769,761 | 80,426 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,673,128 | 80,906 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,267,625 | 81,391 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,771,669 | 82,159 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,783,767 | 83,124 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,893,395 | 82,529 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,487,532 | 80,699 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,844,924 | 81,965 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $6,112,012 | 84,292 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $5,716,074 | 83,349 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $5,131,177 | 82,801 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,007,263 | 82,751 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,122,046 | 82,401 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,982,034 | 81,101 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $4,440,672 | 81,901 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $4,171,280 | 80,449 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $4,306,403 | 79,542 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||