Mechanics Bank Trust Department

Bank

Position in SO — Southern Co

CIK 1439743 Walnut Creek, CA

Position in SO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$2,079,107

-$36,128 QoQ

Shares Held

21,723

-0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#744

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 8% None 1%

Utilities · as of Jun 30, 2026

Mechanics Bank Trust Department holds $4,666,141 across 4 Utilities - Regulated Electric names. SO ranks #1 (44.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	21,723	$2,079,107
2	DUK	Duke Energy CORP	11,062	$1,400,227
3	NEE	Nextera Energy Inc	9,721	$853,211
4	D	Dominion Energy, Inc	4,885	$333,596

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,079,107	21,723	-0.9%	Shares	Other	2026-07-07
2026-03-31	$2,115,235	21,915	-5.1%	Shares	Sole	2026-04-09
2025-12-31	$2,014,494	23,102	-1.3%	Shares	Other	2026-01-14
2025-09-30	$2,219,228	23,417	-8.8%	Shares	Other	2025-10-22
2025-06-30	$2,358,652	25,685	-3.9%	Shares	Sole	2025-07-14
2025-03-31	$2,456,351	26,714	-6.5%	Shares	Sole	2025-04-09
2024-12-31	$2,352,293	28,575	-1.2%	Shares	Other	2025-01-16
2024-09-30	$2,607,103	28,910	-0.3%	Shares	Other	2024-10-10
2024-06-30	$2,250,305	29,010	-3.3%	Shares	Other	2024-07-12
2024-03-31	$2,152,199	30,000	-0.6%	Shares	Other	2024-04-12
2023-12-31	$2,115,519	30,170	-2.1%	Shares	Other	2024-01-10
2023-09-30	$1,994,669	30,820	-0.2%	Shares	Other	2023-10-11
2023-06-30	$2,170,373	30,895	-3.1%	Shares	Sole	2023-07-11
2023-03-31	$2,218,905	31,890	+0.7%	Shares	Sole	2023-04-11
2022-12-31	$2,261,910	31,675	-2.2%	Shares	Sole	2023-01-24
2022-09-30	$2,202,724	32,393	-2.6%	Shares	Sole	2022-10-18
2022-06-30	$2,370,700	33,245	+3.8%	Shares	Other	2022-07-13
2022-03-31	$2,323,220	32,040	-4.5%	Shares	Sole	2022-05-02
2021-12-31	$2,300,652	33,547	-1.1%	Shares	Sole	2022-01-26
2021-09-30	$2,102,146	33,922	-0.4%	Shares	Other	2021-10-28
2021-06-30	$2,061,696	34,072	+0.6%	Shares	Sole	2021-07-29
2021-03-31	$2,104,551	33,857	-2.4%	Shares	Other	2021-04-30
2020-12-31	$2,130,208	34,677	-0.8%	Shares	Other	2021-02-02
2020-09-30	$1,894,826	34,947	-2.2%	Shares	Sole	2020-11-05
2020-06-30	$1,852,963	35,737	+0.6%	Shares	Sole	2020-07-24
2020-03-31	$1,922,619	35,512	—	Shares	Other	2020-04-16
No filing history on record for this holder in this stock.