Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,328,728
-$182,511 QoQ
Shares Held
66,124
-2.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#430
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 & Trust, Waco, Texas holds $9,812,576 across 5 Utilities - Regulated Electric names. SO ranks #1 (64.5% of the industry book) .
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,328,728 | 66,124 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,511,239 | 67,460 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,788,859 | 66,386 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,311,776 | 66,601 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,032,496 | 65,692 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,996,519 | 65,215 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,451,971 | 66,229 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5,986,869 | 66,388 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,165,541 | 66,592 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,785,488 | 66,706 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,664,101 | 66,516 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,158,907 | 64,260 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $4,269,724 | 60,779 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,250,085 | 61,082 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,376,076 | 61,281 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,369,680 | 64,260 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $4,657,184 | 65,309 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,726,636 | 65,186 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,225,419 | 61,613 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,638,444 | 58,713 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,500,927 | 57,857 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $3,539,328 | 56,939 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $3,352,235 | 54,570 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,899,306 | 53,473 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,588,040 | 49,914 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,700,394 | 49,878 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||