Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$472,328
-$3,998 QoQ
Shares Held
4,935
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,444
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, 2026Penobscot Investment Management Company, Inc. holds $25,444,633 across 8 Utilities - Regulated Electric names. SO ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
213,247 | $18,716,689 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
22,422 | $2,618,216 | |
| 3 | DUK |
Duke Energy CORP
|
12,091 | $1,530,478 | |
| 4 | ES |
Eversource Energy
|
13,538 | $978,391 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,031 | $551,481 | |
| 6 | SO |
Southern Co
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|
4,935 | $472,328 | |
| 7 | D |
Dominion Energy, Inc
|
4,724 | $322,601 | |
| 8 | ED |
Consolidated Edison Inc
|
2,300 | $254,449 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,328 | 4,935 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $476,326 | 4,935 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $430,332 | 4,935 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $467,689 | 4,935 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $407,266 | 4,435 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $407,798 | 4,435 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $365,089 | 4,435 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $365,229 | 4,050 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $314,158 | 4,050 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $290,547 | 4,050 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $283,986 | 4,050 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $262,116 | 4,050 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $284,512 | 4,050 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $281,799 | 4,050 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $289,210 | 4,050 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $275,400 | 4,050 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $288,805 | 4,050 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $293,665 | 4,050 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $277,749 | 4,050 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $250,978 | 4,050 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $245,065 | 4,050 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $301,476 | 4,850 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $327,728 | 5,335 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $289,263 | 5,335 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $276,619 | 5,335 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $288,836 | 5,335 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||