Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,195,609
+$84,085 QoQ
Shares Held
12,492
+8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#945
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, 2026UNITED BANK holds $5,351,324 across 6 Utilities - Regulated Electric names. SO ranks #2 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,432 | $1,700,821 | |
| 2 | SO |
Southern Co
This page
|
12,492 | $1,195,609 | |
| 3 | DUK |
Duke Energy CORP
|
6,305 | $798,086 | |
| 4 | ED |
Consolidated Edison Inc
|
6,450 | $713,563 | |
| 5 | NEE |
Nextera Energy Inc
|
6,301 | $553,038 | |
| 6 | D |
Dominion Energy, Inc
|
5,714 | $390,207 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,195,609 | 12,492 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,111,524 | 11,516 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,029,047 | 11,801 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,118,380 | 11,801 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,207,564 | 13,150 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,209,142 | 13,150 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,092,798 | 13,275 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $1,194,885 | 13,250 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,062,709 | 13,700 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $975,664 | 13,600 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $953,632 | 13,600 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $880,192 | 13,600 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $955,400 | 13,600 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $946,288 | 13,600 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $976,674 | 13,677 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $924,800 | 13,600 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $980,512 | 13,750 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $997,012 | 13,750 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $942,975 | 13,750 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $956,692 | 15,438 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $934,152 | 15,438 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $997,854 | 16,053 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $986,135 | 16,053 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $734,843 | 13,553 | Shares | Sole | 2020-12-11 | |
| 2020-06-30 | $702,722 | 13,553 | Shares | Sole | 2020-09-18 | |
| 2020-03-31 | $636,415 | 11,755 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||