Members Trust Co

Bank

Position in SO — Southern Co

CIK 1677560 TAMPA, FL

Position in SO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,032,614

+$68,477 QoQ

Shares Held

10,789

+8.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,000

of 2,360 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Utilities · as of Jun 30, 2026

Members Trust Co holds $2,916,706 across 5 Utilities - Regulated Electric names. SO ranks #1 (35.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	10,789	$1,032,614
2	DUK	Duke Energy CORP	5,353	$677,582
3	NEE	Nextera Energy Inc	6,110	$536,273
4	D	Dominion Energy, Inc	6,142	$419,436
5	DTE	Dte Energy Co	1,646	$250,801

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,032,614	10,789	+8.0%	Shares	Sole	2026-07-31
2026-03-31	$964,137	9,989	-4.1%	Shares	Sole	2026-05-04
2025-12-31	$908,710	10,421	+0.4%	Shares	Sole	2026-01-15
2025-09-30	$983,712	10,380	-0.2%	Shares	Sole	2025-11-14
2025-06-30	$954,664	10,396	-1.7%	Shares	Sole	2025-07-30
2025-03-31	$972,463	10,576	+0.7%	Shares	Sole	2025-05-02
2024-12-31	$864,936	10,507	-0.7%	Shares	Sole	2025-01-30
2024-09-30	$954,284	10,582	-1.8%	Shares	Sole	2024-10-15
2024-06-30	$836,204	10,780	0.0%	Shares	Sole	2024-07-29
2024-03-31	$773,357	10,780	+4.2%	Shares	Sole	2024-04-25
2023-12-31	$725,531	10,347	-4.4%	Shares	Sole	2024-01-30
2023-09-30	$700,399	10,822	+9.1%	Shares	Sole	2023-10-06
2023-06-30	$697,020	9,922	+22.4%	Shares	Sole	2023-07-18
2022-09-30	$551,140	8,105	0.0%	Shares	Sole	2022-11-07
2022-06-30	$577,967	8,105	0.0%	Shares	Sole	2022-08-03
2022-03-31	$587,693	8,105	+0.1%	Shares	Sole	2022-08-03
2021-12-31	$555,017	8,093	0.0%	Shares	Sole	2022-01-24
2021-09-30	$501,523	8,093	-10.5%	Shares	Sole	2021-11-10
2021-06-30	$547,191	9,043	-2.8%	Shares	Sole	2021-08-06
2021-03-31	$578,274	9,303	-2.1%	Shares	Sole	2021-05-26
2020-12-31	$583,769	9,503	+0.4%	Shares	Sole	2021-01-25
2020-09-30	$513,083	9,463	+1.9%	Shares	Sole	2020-11-09
2020-06-30	$481,323	9,283	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.