Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$598,570
-$6,127 QoQ
Shares Held
6,254
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,304
of 2,356 holders
Holding Since
Mar 2021
22 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, 2026AMERICAN NATIONAL BANK & TRUST holds $15,731,938 across 18 Utilities - Regulated Electric names. SO ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
104,364 | $9,160,028 | |
| 2 | DUK |
Duke Energy CORP
|
24,096 | $3,050,071 | |
| 3 | CNP |
Centerpoint Energy Inc
|
47,188 | $2,078,159 | |
| 4 | SO |
Southern Co
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|
6,254 | $598,570 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,929 | $263,906 | |
| 6 | IDA |
Idacorp Inc
|
1,587 | $240,113 | |
| 7 | OGE |
Oge Energy Corp.
|
3,440 | $167,390 | |
| 8 | DTE |
Dte Energy Co
|
402 | $61,252 |
All Filings in SO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,570 | 6,254 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $604,697 | 6,265 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $595,140 | 6,825 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $675,615 | 7,129 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $610,577 | 6,649 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $192,635 | 2,095 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $120,845 | 1,468 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $136,803 | 1,517 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $140,091 | 1,806 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $74,035 | 1,032 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $73,906 | 1,054 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $74,686 | 1,154 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $280,297 | 3,990 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $138,464 | 1,990 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $73,909 | 1,035 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $69,700 | 1,025 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $70,097 | 983 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $71,277 | 983 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $67,414 | 983 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $60,916 | 983 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $53,430 | 883 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $559 | 9 | Shares | Sole | 2021-04-09 | |
| No filing history on record for this holder in this stock. | ||||||