Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,574,481
-$34,112 QoQ
Shares Held
37,347
-0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#553
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 6%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Citizens National Bank Trust Department holds $15,817,681 across 10 Utilities - Regulated Electric names. SO ranks #3 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
82,100 | $7,205,917 | |
| 2 | AEP |
American Electric Power Co Inc
|
27,024 | $3,697,153 | |
| 3 | SO |
Southern Co
This page
|
37,347 | $3,574,481 | |
| 4 | DTE |
Dte Energy Co
|
3,267 | $497,792 | |
| 5 | DUK |
Duke Energy CORP
|
2,592 | $328,095 | |
| 6 | D |
Dominion Energy, Inc
|
4,798 | $327,655 | |
| 7 | EXC |
Exelon Corp
|
1,650 | $76,923 | |
| 8 | ED |
Consolidated Edison Inc
|
660 | $73,015 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,574,481 | 37,347 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,608,593 | 37,387 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,587,311 | 29,671 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,811,920 | 29,671 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,149,189 | 23,404 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,157,055 | 23,459 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,935,260 | 23,509 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,131,494 | 23,636 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,849,346 | 23,841 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,741,201 | 24,271 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,692,065 | 24,131 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,569,848 | 24,256 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,712,062 | 24,371 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,720,782 | 24,731 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,766,040 | 24,731 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,678,104 | 24,678 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,828,958 | 25,648 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,690,063 | 23,308 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,628,294 | 23,743 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,633,776 | 26,364 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $1,605,874 | 26,539 | Shares | Other | 2021-08-05 | |
| 2021-03-31 | $1,680,744 | 27,039 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $1,690,553 | 27,520 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $1,490,236 | 27,485 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,425,096 | 27,485 | Shares | Other | 2020-08-06 | |
| 2020-03-31 | $1,488,037 | 27,485 | Shares | Other | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||