HOME FEDERAL BANK OF TENNESSEE

Bank

Position in SO — Southern Co

CIK 1665446 KNOXVILLE, TN

Position in SO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$956,621

+$6,382 QoQ

Shares Held

9,995

+1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,041

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HOME FEDERAL BANK OF TENNESSEE holds $4,173,768 across 3 Utilities - Regulated Electric names. SO ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	23,177	$2,933,744
2	SO	Southern Co This page	9,995	$956,621
3	D	Dominion Energy, Inc	4,150	$283,403

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$956,621	9,995	+1.5%	Shares	Sole	2026-07-15
2026-03-31	$950,239	9,845	-0.5%	Shares	Sole	2026-04-15
2025-12-31	$862,408	9,890	0.0%	Shares	Sole	2026-01-20
2025-09-30	$937,275	9,890	0.0%	Shares	Sole	2025-10-15
2025-06-30	$908,198	9,890	0.0%	Shares	Sole	2025-07-15
2025-03-31	$909,385	9,890	-1.0%	Shares	Sole	2025-04-15
2024-12-31	$822,376	9,990	0.0%	Shares	Sole	2025-01-24
2024-09-30	$900,898	9,990	+11.1%	Shares	Sole	2024-10-21
2024-06-30	$697,354	8,990	+1.1%	Shares	Sole	2024-07-17
2024-03-31	$637,768	8,890	-0.6%	Shares	Sole	2024-04-17
2023-12-31	$626,872	8,940	+2.5%	Shares	Sole	2024-01-18
2023-09-30	$564,617	8,724	+5.2%	Shares	Sole	2023-10-23
2023-06-30	$582,583	8,293	-7.8%	Shares	Sole	2023-07-18
2023-03-31	$625,524	8,990	-2.7%	Shares	Sole	2023-04-14
2022-12-31	$659,828	9,240	0.0%	Shares	Sole	2023-01-19
2022-09-30	$628,320	9,240	-0.4%	Shares	Sole	2022-10-18
2022-06-30	$661,400	9,275	+3.9%	Shares	Sole	2022-07-15
2022-03-31	$647,151	8,925	-12.0%	Shares	Sole	2022-04-12
2021-12-31	$695,881	10,147	+3.6%	Shares	Sole	2022-01-12
2021-09-30	$607,120	9,797	-8.3%	Shares	Sole	2021-10-13
2021-06-30	$646,609	10,686	-7.4%	Shares	Sole	2021-07-13
2021-03-31	$717,077	11,536	-18.7%	Shares	Sole	2021-04-09
2020-12-31	$871,814	14,192	-1.0%	Shares	Sole	2021-01-11
2020-09-30	$777,623	14,342	0.0%	Shares	Sole	2020-10-09
2020-06-30	$743,632	14,342	0.0%	Shares	Sole	2020-07-08
2020-03-31	$776,475	14,342	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.