Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$167,492
-$1,418 QoQ
Shares Held
1,750
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,068
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, 2026Community Bank, N.A. holds $16,476,335 across 12 Utilities - Regulated Electric names. SO ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
41,158 | $5,630,825 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
62,002 | $5,032,082 | |
| 3 | NEE |
Nextera Energy Inc
|
55,175 | $4,842,709 | |
| 4 | ED |
Consolidated Edison Inc
|
2,600 | $287,638 | |
| 5 | EIX |
Edison International
|
2,877 | $214,192 | |
| 6 | SO |
Southern Co
This page
|
1,750 | $167,492 | |
| 7 | EXC |
Exelon Corp
|
2,650 | $123,543 | |
| 8 | NGG |
National Grid PLC
|
768 | $63,644 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,492 | 1,750 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $168,910 | 1,750 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $152,600 | 1,750 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $146,893 | 1,550 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $142,336 | 1,550 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $142,522 | 1,550 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $135,828 | 1,650 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $148,797 | 1,650 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $131,869 | 1,700 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $125,545 | 1,750 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $125,514 | 1,790 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $120,314 | 1,859 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $131,999 | 1,879 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $165,809 | 2,383 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $211,159 | 2,957 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $189,312 | 2,784 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $288,733 | 4,049 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $684,783 | 9,444 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,282,308 | 18,698 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,255,016 | 20,252 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,216,976 | 20,112 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,289,571 | 20,746 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,260,911 | 20,526 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,102,888 | 20,341 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,018,540 | 19,644 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $655,634 | 12,110 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||