Coastline Trust Co

Bank

Position in SO — Southern Co

CIK 1324279 PROVIDENCE, RI

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$294,116

-$2,489 QoQ

Shares Held

3,073

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,734

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 67% Shared 0% None 33%

Utilities · as of Jun 30, 2026

Coastline Trust Co holds $3,598,726 across 13 Utilities - Regulated Electric names. SO ranks #4 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	16,082	$1,411,516
2	LNT	Alliant Energy Corp	10,650	$812,488
3	ED	Consolidated Edison Inc	3,300	$365,079
4	SO	Southern Co This page	3,073	$294,116
5	XEL	Xcel Energy Inc	3,125	$250,937
6	DUK	Duke Energy CORP	1,266	$160,250
7	AEP	American Electric Power Co Inc	846	$115,741
8	D	Dominion Energy, Inc	972	$66,377

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294,116	3,073	0.0%	Shares	Defined	2026-08-14
2026-03-31	$296,605	3,073	-2.1%	Shares	Defined	2026-04-03
2025-12-31	$273,633	3,138	0.0%	Shares	Defined	2026-01-05
2025-09-30	$297,388	3,138	-1.6%	Shares	Defined	2025-10-21
2025-06-30	$292,753	3,188	0.0%	Shares	Defined	2025-07-17
2025-03-31	$293,135	3,188	+46.2%	Shares	Defined	2025-04-28
2024-12-31	$179,457	2,180	-46.6%	Shares	Defined	2025-02-13
2024-09-30	$367,843	4,079	-0.1%	Shares	Defined	2024-11-06
2024-06-30	$316,795	4,084	-6.8%	Shares	Defined	2024-07-15
2024-03-31	$314,507	4,384	-43.3%	Shares	Defined	2024-04-26
2023-12-31	$542,307	7,734	-38.6%	Shares	Defined	2024-01-23
2023-09-30	$815,471	12,600	-4.5%	Shares	Defined	2023-10-18
2023-06-30	$927,089	13,197	-9.8%	Shares	Defined	2023-08-07
2023-03-31	$1,017,815	14,628	-3.1%	Shares	Defined	2023-05-31
2022-12-31	$1,077,862	15,094	+45.5%	Shares	Defined	2023-02-09
2022-09-30	$705,500	10,375	+25.0%	Shares	Defined	2022-11-03
2022-06-30	$591,872	8,300	+61.5%	Shares	Defined	2022-07-22
2022-03-31	$372,701	5,140	+5.0%	Shares	Defined	2022-05-04
2021-12-31	$335,766	4,896	0.0%	Shares	Other	2022-02-10
2021-09-30	$303,404	4,896	-0.8%	Shares	Defined	2021-11-09
2021-06-30	$298,677	4,936	+3.2%	Shares	Defined	2021-08-10
2021-03-31	$297,186	4,781	0.0%	Shares	Defined	2021-05-10
2020-12-31	$293,696	4,781	0.0%	Shares	Defined	2021-02-12
2020-09-30	$259,225	4,781	-7.9%	Shares	Defined	2020-10-15
2020-06-30	$269,101	5,190	0.0%	Shares	Defined	2020-08-07
2020-03-31	$280,986	5,190	—	Shares	Defined	2020-06-10
No filing history on record for this holder in this stock.