Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$915,753
-$12,093 QoQ
Shares Held
9,568
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#1,060
of 2,356 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SOUTHERN MICHIGAN BANK & TRUST holds $2,001,828 across 12 Utilities - Regulated Electric names. SO ranks #1 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
9,568 | $915,753 | |
| 2 | NEE |
Nextera Energy Inc
|
4,027 | $353,449 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,433 | $196,048 | |
| 4 | DUK |
Duke Energy CORP
|
947 | $119,871 | |
| 5 | EVRG |
Evergy, Inc.
|
1,250 | $108,037 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
863 | $100,772 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
875 | $71,015 | |
| 8 | PPL |
PPL Corp
|
1,300 | $47,255 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,753 | 9,568 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $927,846 | 9,613 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||