Grove Bank & Trust

Bank

Position in SO — Southern Co

CIK 1662212 Miami, FL

Position in SO

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

Position Value

$870,291

+$59,330 QoQ

Shares Held

9,093

+8.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,090

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Utilities · as of Jun 30, 2026

Grove Bank & Trust holds $4,507,091 across 23 Utilities - Regulated Electric names. SO ranks #2 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	20,096	$1,763,825
2	SO	Southern Co This page	9,093	$870,291
3	DUK	Duke Energy CORP	3,342	$423,030
4	NGG	National Grid PLC	4,227	$350,291
5	AEP	American Electric Power Co Inc	1,921	$262,812
6	EXC	Exelon Corp	3,992	$186,107
7	PEG	Public Service Enterprise Group Inc	1,685	$136,754
8	D	Dominion Energy, Inc	1,579	$107,829

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$870,291	9,093	+8.2%	Shares	Defined	2026-07-07
2026-03-31	$810,961	8,402	0.0%	Shares	Defined	2026-04-08
2025-12-31	$732,654	8,402	0.0%	Shares	Defined	2026-01-08
2025-09-30	$796,257	8,402	0.0%	Shares	Defined	2025-10-06
2025-06-30	$771,555	8,402	+0.9%	Shares	Defined	2025-07-11
2025-03-31	$765,299	8,323	+7.8%	Shares	Defined	2025-04-17
2024-12-31	$635,757	7,723	+0.7%	Shares	Defined	2025-01-16
2024-09-30	$691,951	7,673	+0.9%	Shares	Defined	2024-10-11
2024-06-30	$589,997	7,606	-6.4%	Shares	Defined	2024-07-24
2024-03-31	$583,174	8,129	-55.0%	Shares	Defined	2024-04-30
2023-12-31	$1,266,717	18,065	-4.1%	Shares	Defined	2024-01-30
2023-09-30	$1,219,648	18,845	+3.6%	Shares	Defined	2023-10-30
2023-06-30	$1,277,636	18,187	-6.4%	Shares	Defined	2023-07-27
2023-03-31	$1,352,356	19,436	-1.2%	Shares	Defined	2023-05-10
2022-12-31	$1,405,420	19,681	-6.0%	Shares	Defined	2023-02-03
2022-09-30	$1,423,512	20,934	+0.2%	Shares	Sole	2022-10-28
2022-06-30	$1,489,523	20,888	+4.6%	Shares	Sole	2022-07-29
2022-03-31	$1,447,734	19,966	-0.8%	Shares	Sole	2022-04-22
2021-12-31	$1,380,652	20,132	-0.5%	Shares	Sole	2022-01-31
2021-09-30	$1,253,777	20,232	+0.3%	Shares	Sole	2021-10-28
2021-06-30	$1,220,970	20,178	+5.8%	Shares	Sole	2021-07-28
2021-03-31	$1,185,453	19,071	+2.3%	Shares	Sole	2021-04-23
2020-12-31	$1,145,608	18,649	+2.7%	Shares	Sole	2021-02-03
2020-09-30	$984,147	18,151	-4.4%	Shares	Sole	2020-10-30
2020-06-30	$984,061	18,979	+6.6%	Shares	Sole	2020-07-31
2020-03-31	$963,854	17,803	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.