Position in SO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$38,284
-$324 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,215
of 2,360 holders
Holding Since
Dec 2021
19 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, 2026FIRST COMMUNITY TRUST NA holds $913,386 across 12 Utilities - Regulated Electric names. SO ranks #9 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,787 | $332,384 | |
| 2 | LNT |
Alliant Energy Corp
|
1,091 | $83,232 | |
| 3 | XEL |
Xcel Energy Inc
|
1,000 | $80,300 | |
| 4 | AEE |
Ameren Corp
|
700 | $79,128 | |
| 5 | ES |
Eversource Energy
|
1,080 | $78,051 | |
| 6 | ED |
Consolidated Edison Inc
|
700 | $77,441 | |
| 7 | DUK |
Duke Energy CORP
|
348 | $44,049 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
488 | $39,606 |
All Filings in SO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,284 | 400 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $38,608 | 400 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $34,880 | 400 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $37,908 | 400 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $36,732 | 400 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $36,780 | 400 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $32,928 | 400 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $36,072 | 400 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $31,028 | 400 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $28,696 | 400 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $28,048 | 400 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $25,888 | 400 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $28,100 | 400 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $27,832 | 400 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $28,564 | 400 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $27,200 | 400 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $28,524 | 400 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $29,004 | 400 | Shares | Sole | 2022-04-06 | |
| 2021-12-31 | $27,432 | 400 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||