Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,176,945
-$44,901 QoQ
Shares Held
12,297
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#951
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, 2026Hills Bank & Trust Co holds $10,591,854 across 10 Utilities - Regulated Electric names. SO ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
71,281 | $5,438,027 | |
| 2 | NEE |
Nextera Energy Inc
|
17,382 | $1,525,618 | |
| 3 | SO |
Southern Co
This page
|
12,297 | $1,176,945 | |
| 4 | DUK |
Duke Energy CORP
|
6,364 | $805,555 | |
| 5 | ES |
Eversource Energy
|
7,490 | $541,302 | |
| 6 | XEL |
Xcel Energy Inc
|
6,030 | $484,209 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,551 | $212,192 | |
| 8 | ED |
Consolidated Edison Inc
|
1,375 | $152,116 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,176,945 | 12,297 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,221,846 | 12,659 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,126,362 | 12,917 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,097,341 | 11,579 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,063,298 | 11,579 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $1,064,688 | 11,579 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $953,182 | 11,579 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $1,044,194 | 11,579 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $1,336,375 | 17,228 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $1,235,936 | 17,228 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $1,167,637 | 16,652 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $1,077,716 | 16,652 | Shares | Defined | 2023-10-26 | |
| 2023-06-30 | $1,169,802 | 16,652 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,170,822 | 16,827 | Shares | Defined | 2023-04-17 | |
| 2022-12-31 | $1,201,615 | 16,827 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $1,144,236 | 16,827 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $1,199,932 | 16,827 | Shares | Defined | 2022-08-02 | |
| 2022-03-31 | $1,223,751 | 16,877 | Shares | Defined | 2022-08-16 | |
| 2021-12-31 | $1,153,995 | 16,827 | Shares | Defined | 2022-02-04 | |
| 2021-09-30 | $1,042,768 | 16,827 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $1,018,201 | 16,827 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $1,045,965 | 16,827 | Shares | Defined | 2021-05-03 | |
| 2020-12-31 | $1,033,682 | 16,827 | Shares | Defined | 2021-02-01 | |
| 2020-09-30 | $921,848 | 17,002 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $726,003 | 14,002 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $320,996 | 5,929 | Shares | Other | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||