Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$927,142
-$10,259 QoQ
Shares Held
9,687
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,056
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, 2026PLIMOTH TRUST CO LLC holds $15,048,130 across 11 Utilities - Regulated Electric names. SO ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
50,922 | $4,469,423 | |
| 2 | DUK |
Duke Energy CORP
|
34,152 | $4,322,959 | |
| 3 | ED |
Consolidated Edison Inc
|
11,824 | $1,308,088 | |
| 4 | ETR |
Entergy Corp /De/
|
10,430 | $1,197,989 | |
| 5 | SO |
Southern Co
This page
|
9,687 | $927,142 | |
| 6 | D |
Dominion Energy, Inc
|
10,360 | $707,483 | |
| 7 | EXC |
Exelon Corp
|
13,285 | $619,346 | |
| 8 | NGG |
National Grid PLC
|
7,397 | $612,988 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $927,142 | 9,687 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $937,401 | 9,712 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $813,314 | 9,327 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $918,036 | 9,687 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $913,892 | 9,952 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $920,603 | 10,012 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $843,532 | 10,247 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $936,248 | 10,382 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $804,167 | 10,367 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $769,913 | 10,732 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $779,173 | 11,112 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $721,110 | 11,142 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $782,725 | 11,142 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $805,178 | 11,572 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $840,638 | 11,772 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $813,076 | 11,957 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $856,574 | 12,012 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $915,945 | 12,632 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $873,159 | 12,732 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $800,156 | 12,912 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $790,986 | 13,072 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,003,386 | 16,142 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,114,462 | 18,142 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,062,819 | 19,602 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,000,860 | 19,303 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,006,624 | 18,593 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||