Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,192,141
-$59,090 QoQ
Shares Held
22,904
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#727
of 2,360 holders
Holding Since
Mar 2020
26 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 UNITED BANK & TRUST holds $4,777,015 across 10 Utilities - Regulated Electric names. SO ranks #1 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
22,904 | $2,192,141 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
7,280 | $850,084 | |
| 3 | NEE |
Nextera Energy Inc
|
8,415 | $738,583 | |
| 4 | DUK |
Duke Energy CORP
|
2,375 | $300,626 | |
| 5 | D |
Dominion Energy, Inc
|
4,054 | $276,847 | |
| 6 | PPL |
PPL Corp
|
3,043 | $110,613 | |
| 7 | AEP |
American Electric Power Co Inc
|
802 | $109,721 | |
| 8 | EXC |
Exelon Corp
|
2,322 | $108,251 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,192,141 | 22,904 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $2,251,231 | 23,324 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,077,452 | 23,824 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $2,182,931 | 23,034 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $2,132,658 | 23,224 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $2,018,485 | 21,952 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,748,558 | 21,241 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $1,840,573 | 20,410 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $1,587,314 | 20,463 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,427,841 | 19,903 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,247,644 | 17,793 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $1,037,979 | 16,038 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,042,018 | 14,833 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,013,780 | 14,570 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,002,096 | 14,033 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $913,784 | 13,438 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $965,038 | 13,533 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,137,101 | 15,682 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,062,715 | 15,496 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $967,103 | 15,606 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $949,462 | 15,691 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,061,257 | 17,073 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $876,237 | 14,264 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $788,846 | 14,549 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $760,328 | 14,664 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $803,112 | 14,834 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||