Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,212,240
+$195,479 QoQ
Shares Held
23,114
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#725
of 2,360 holders
Holding Since
Mar 2020
25 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, 2026TRUST CO OF VERMONT holds $47,717,074 across 25 Utilities - Regulated Electric names. SO ranks #2 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
429,130 | $37,664,739 | |
| 2 | SO |
Southern Co
This page
|
23,114 | $2,212,240 | |
| 3 | POR |
Portland General Electric Co /Or/
|
39,717 | $2,058,532 | |
| 4 | DUK |
Duke Energy CORP
|
14,323 | $1,813,004 | |
| 5 | D |
Dominion Energy, Inc
|
16,144 | $1,102,473 | |
| 6 | ED |
Consolidated Edison Inc
|
5,704 | $631,033 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,495 | $478,150 | |
| 8 | ETR |
Entergy Corp /De/
|
2,722 | $312,648 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,212,240 | 23,114 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $2,016,761 | 23,128 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,200,748 | 23,222 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,172,972 | 23,663 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,048,737 | 22,281 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,011,653 | 24,437 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,204,449 | 24,445 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,830,729 | 23,601 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,701,743 | 23,721 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,499,095 | 21,379 | Shares | Sole | 2024-03-08 | |
| 2023-09-30 | $1,474,192 | 22,778 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $1,572,615 | 22,386 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,537,021 | 22,090 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,536,528 | 21,517 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,423,036 | 20,927 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,260,474 | 17,676 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,279,220 | 17,642 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $1,232,724 | 17,975 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,072,328 | 17,304 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,025,885 | 16,954 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,060,076 | 17,054 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,035,095 | 16,850 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $853,693 | 15,745 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $768,572 | 14,823 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $855,736 | 15,806 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||