Colonial Trust Co / SC

Bank

Position in SO — Southern Co

CIK 1954093 SPARTANBURG, SC

Position in SO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$340,536

-$85,503 QoQ

Shares Held

3,558

-19.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,632

of 2,359 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Colonial Trust Co / SC holds $15,721,516 across 24 Utilities - Regulated Electric names. SO ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	57,913	$7,330,627
2	NEE	Nextera Energy Inc	49,118	$4,311,086
3	WEC	Wec Energy Group, Inc.	21,044	$2,457,307
4	SO	Southern Co This page	3,558	$340,536
5	AEP	American Electric Power Co Inc	2,042	$279,366
6	D	Dominion Energy, Inc	3,538	$241,610
7	XEL	Xcel Energy Inc	2,745	$220,423
8	CMS	Cms Energy Corp	2,022	$154,683

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$340,536	3,558	-19.4%	Shares	Sole	2026-08-11
2026-03-31	$426,039	4,414	+42.4%	Shares	Sole	2026-05-12
2025-12-31	$270,320	3,100	+0.7%	Shares	Sole	2026-02-12
2025-09-30	$291,702	3,078	-0.6%	Shares	Sole	2025-11-10
2025-06-30	$284,489	3,098	-0.2%	Shares	Sole	2025-08-13
2025-03-31	$285,320	3,103	-9.2%	Shares	Sole	2025-05-14
2024-12-31	$281,369	3,418	-11.1%	Shares	Sole	2025-02-14
2024-09-30	$346,651	3,844	+166.4%	Shares	Sole	2024-11-12
2024-06-30	$111,933	1,443	-2.8%	Shares	Sole	2024-08-14
2024-03-31	$106,533	1,485	-0.1%	Shares	Sole	2024-05-14
2023-12-31	$104,198	1,486	-12.2%	Shares	Sole	2024-02-14
2023-09-30	$109,506	1,692	-18.1%	Shares	Sole	2023-11-13
2023-06-30	$145,136	2,066	-16.8%	Shares	Sole	2023-08-14
2023-03-31	$172,697	2,482	+0.2%	Shares	Sole	2023-05-11
2022-12-31	$176,953	2,478	+4.2%	Shares	Sole	2023-02-14
2022-09-30	$161,704	2,378	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.