Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$214,677
-$16,295 QoQ
Shares Held
2,243
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,993
of 2,360 holders
Holding Since
Sep 2020
20 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, 2026BANK OF STOCKTON holds $4,071,178 across 7 Utilities - Regulated Electric names. SO ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
10,786 | $1,238,879 | |
| 2 | AEP |
American Electric Power Co Inc
|
7,358 | $1,006,647 | |
| 3 | NEE |
Nextera Energy Inc
|
8,629 | $757,367 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
2,982 | $348,208 | |
| 5 | CNP |
Centerpoint Energy Inc
|
6,800 | $299,472 | |
| 6 | SO |
Southern Co
This page
|
2,243 | $214,677 | |
| 7 | EIX |
Edison International
|
2,766 | $205,928 |
All Filings in SO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,677 | 2,243 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $230,972 | 2,393 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $206,664 | 2,370 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $224,604 | 2,370 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $217,637 | 2,370 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $217,921 | 2,370 | Shares | Sole | 2025-04-24 | |
| 2024-09-30 | $213,726 | 2,370 | Shares | Sole | 2024-10-23 | |
| 2024-03-31 | $204,100 | 2,845 | Shares | Sole | 2024-04-23 | |
| 2023-06-30 | $216,018 | 3,075 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $242,486 | 3,485 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $334,555 | 4,685 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $321,640 | 4,730 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $346,210 | 4,855 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $351,673 | 4,850 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $416,074 | 6,067 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $388,985 | 6,277 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $518,147 | 8,563 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $563,356 | 9,063 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $542,181 | 8,826 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $433,814 | 8,001 | Shares | Sole | 2020-11-23 | |
| No filing history on record for this holder in this stock. | ||||||