Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$656,953
+$4,285 QoQ
Shares Held
6,864
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,244
of 2,360 holders
Holding Since
Mar 2025
6 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, 2026DAVIDSON TRUST CO holds $2,534,089 across 2 Utilities - Regulated Electric names. SO ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
21,387 | $1,877,136 | |
| 2 | SO |
Southern Co
This page
|
6,864 | $656,953 |
All Filings in SO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,953 | 6,864 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $652,668 | 6,762 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $580,926 | 6,662 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $668,412 | 7,053 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $611,771 | 6,662 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $647,787 | 7,045 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||