Position in SO
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,532,124
-$67,405 QoQ
Shares Held
16,008
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#850
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, 2026Bangor Savings Bank holds $4,006,961 across 15 Utilities - Regulated Electric names. SO ranks #2 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,829 | $1,828,161 | |
| 2 | SO |
Southern Co
This page
|
16,008 | $1,532,124 | |
| 3 | ED |
Consolidated Edison Inc
|
1,788 | $197,806 | |
| 4 | DUK |
Duke Energy CORP
|
930 | $117,719 | |
| 5 | AEP |
American Electric Power Co Inc
|
612 | $83,727 | |
| 6 | D |
Dominion Energy, Inc
|
1,061 | $72,455 | |
| 7 | ES |
Eversource Energy
|
604 | $43,651 | |
| 8 | PPL |
PPL Corp
|
1,111 | $40,384 |
All Filings in SO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,532,124 | 16,008 | Shares | Defined | 2026-07-06 | |
| 2026-03-31 | $1,599,529 | 16,572 | Shares | Defined | 2026-04-01 | |
| 2025-12-31 | $1,610,060 | 18,464 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $1,895,399 | 20,000 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,940,642 | 21,133 | Shares | Defined | 2025-07-07 | |
| 2025-03-31 | $1,878,354 | 20,428 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $1,771,690 | 21,522 | Shares | Defined | 2025-01-07 | |
| 2024-09-30 | $1,923,178 | 21,326 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $1,653,326 | 21,314 | Shares | Defined | 2024-07-15 | |
| 2024-03-31 | $832,972 | 11,611 | Shares | Defined | 2024-04-11 | |
| 2023-12-31 | $832,253 | 11,869 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $765,961 | 11,835 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $795,440 | 11,323 | Shares | Defined | 2023-07-07 | |
| 2023-03-31 | $125,034 | 1,797 | Shares | Defined | 2023-04-06 | |
| 2022-12-31 | $230,297 | 3,225 | Shares | Defined | 2023-01-17 | |
| 2022-09-30 | $219,300 | 3,225 | Shares | Defined | 2022-10-12 | |
| 2022-06-30 | $229,973 | 3,225 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $233,844 | 3,225 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $246,887 | 3,600 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $229,288 | 3,700 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $227,214 | 3,755 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $230,302 | 3,705 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||