Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$510,516
+$73,089 QoQ
Shares Held
5,334
+17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,393
of 2,359 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, 2026Bath Savings Trust Co holds $24,982,007 across 4 Utilities - Regulated Electric names. SO ranks #2 (2.0% of the industry book) .
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,516 | 5,334 | Shares | Other | 2026-07-09 | |
| 2026-03-31 | $437,427 | 4,532 | Shares | Other | 2026-04-07 | |
| 2025-12-31 | $446,289 | 5,118 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $537,819 | 5,675 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $521,135 | 5,675 | Shares | Other | 2025-07-10 | |
| 2025-03-31 | $659,740 | 7,175 | Shares | Other | 2025-04-07 | |
| 2024-12-31 | $620,198 | 7,534 | Shares | Other | 2025-01-07 | |
| 2024-09-30 | $679,415 | 7,534 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $597,909 | 7,708 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $574,493 | 8,008 | Shares | Other | 2024-04-08 | |
| 2023-12-31 | $556,612 | 7,938 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $513,746 | 7,938 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $557,643 | 7,938 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $552,325 | 7,938 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $530,362 | 7,427 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $518,636 | 7,627 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $543,881 | 7,627 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $553,033 | 7,627 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $536,089 | 7,817 | Shares | Sole | 2022-01-03 | |
| 2021-09-30 | $475,743 | 7,677 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $464,535 | 7,677 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $477,202 | 7,677 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $427,368 | 6,957 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $393,473 | 7,257 | Shares | Other | 2020-10-01 | |
| 2020-06-30 | $376,275 | 7,257 | Shares | Other | 2020-07-06 | |
| 2020-03-31 | $408,864 | 7,552 | Shares | Other | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||