United Bank

Bank

Position in SO — Southern Co

CIK 1697791 Zebulon, GA

Position in SO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$5,405,796

+$65,345 QoQ

Shares Held

56,481

+2.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.35%

of 13F equity value

Holder Rank

#454

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

United Bank holds $7,772,037 across 4 Utilities - Regulated Electric names. SO ranks #1 (69.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	56,481	$5,405,796
2	NEE	Nextera Energy Inc	15,633	$1,372,108
3	DUK	Duke Energy CORP	5,945	$752,518
4	ED	Consolidated Edison Inc	2,184	$241,615

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,405,796	56,481	+2.1%	Shares	Sole	2026-08-10
2026-03-31	$5,340,451	55,330	+0.0%	Shares	Sole	2026-05-01
2025-12-31	$4,823,119	55,311	-0.3%	Shares	Sole	2026-02-05
2025-09-30	$5,258,882	55,491	-0.9%	Shares	Sole	2025-11-12
2025-06-30	$5,140,092	55,974	-0.0%	Shares	Sole	2025-07-29
2025-03-31	$5,148,372	55,991	+0.6%	Shares	Sole	2025-05-06
2024-12-31	$4,581,601	55,656	+7.8%	Shares	Sole	2025-02-12
2024-09-30	$4,655,452	51,624	-8.6%	Shares	Sole	2024-11-01
2024-06-30	$4,383,325	56,508	+0.6%	Shares	Sole	2024-07-23
2024-03-31	$4,029,061	56,162	+51.0%	Shares	Sole	2024-05-10
2023-12-31	$2,607,622	37,188	-1.1%	Shares	Sole	2024-02-13
2023-09-30	$2,434,701	37,619	-0.4%	Shares	Sole	2023-10-27
2023-06-30	$2,652,288	37,755	+8.5%	Shares	Sole	2023-08-07
2023-03-31	$2,421,662	34,804	+0.1%	Shares	Sole	2023-05-12
2022-12-31	$2,483,711	34,781	+2.1%	Shares	Sole	2023-02-10
2022-09-30	$2,316,420	34,065	-3.0%	Shares	Sole	2022-11-10
2022-06-30	$2,505,262	35,132	-1.3%	Shares	Sole	2022-08-05
2022-03-31	$2,580,920	35,594	-2.5%	Shares	Sole	2022-05-09
2021-12-31	$2,503,581	36,506	+0.6%	Shares	Sole	2022-02-11
2021-09-30	$2,249,696	36,303	+37.5%	Shares	Sole	2021-11-12
2021-06-30	$1,597,161	26,395	+1.7%	Shares	Sole	2021-07-26
2021-03-31	$1,613,549	25,958	+2.8%	Shares	Sole	2021-05-12
2020-12-31	$1,551,353	25,254	-7.0%	Shares	Sole	2021-02-11
2020-09-30	$1,471,910	27,147	-3.3%	Shares	Sole	2020-11-10
2020-06-30	$1,455,740	28,076	+5.7%	Shares	Sole	2020-08-05
2020-03-31	$1,438,391	26,568	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.