Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,176,562
-$9,958 QoQ
Shares Held
12,293
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#951
of 2,356 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, 2026Essex Bank holds $5,392,547 across 11 Utilities - Regulated Electric names. SO ranks #1 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
12,293 | $1,176,562 | |
| 2 | NEE |
Nextera Energy Inc
|
10,666 | $936,154 | |
| 3 | DUK |
Duke Energy CORP
|
6,436 | $814,668 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,415 | $604,015 | |
| 5 | EXC |
Exelon Corp
|
7,497 | $349,509 | |
| 6 | D |
Dominion Energy, Inc
|
4,369 | $298,358 | |
| 7 | ES |
Eversource Energy
|
3,518 | $254,245 | |
| 8 | OGE |
Oge Energy Corp.
|
5,215 | $253,761 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,176,562 | 12,293 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,186,520 | 12,293 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,071,948 | 12,293 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,165,007 | 12,293 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,128,865 | 12,293 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,130,340 | 12,293 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $855,633 | 10,394 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $955,726 | 10,598 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $728,226 | 9,388 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $687,842 | 9,588 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $672,310 | 9,588 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $609,726 | 9,421 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $572,818 | 8,154 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $550,655 | 7,914 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $561,567 | 7,864 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $619,072 | 9,104 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $656,336 | 9,204 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $671,006 | 9,254 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $508,451 | 7,414 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $483,613 | 7,804 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $460,117 | 7,604 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $457,745 | 7,364 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $409,368 | 6,664 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $415,541 | 7,664 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $395,770 | 7,633 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $411,680 | 7,604 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||