Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$235,446
-$2,186 QoQ
Shares Held
2,460
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,928
of 2,360 holders
Holding Since
Sep 2024
7 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, 2026Alpine Bank Wealth Management holds $1,219,697 across 14 Utilities - Regulated Electric names. SO ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,788 | $352,904 | |
| 2 | SO |
Southern Co
This page
|
2,460 | $235,446 | |
| 3 | XEL |
Xcel Energy Inc
|
2,535 | $203,559 | |
| 4 | NEE |
Nextera Energy Inc
|
1,326 | $116,383 | |
| 5 | D |
Dominion Energy, Inc
|
1,692 | $115,546 | |
| 6 | LNT |
Alliant Energy Corp
|
446 | $34,025 | |
| 7 | EVRG |
Evergy, Inc.
|
387 | $33,448 | |
| 8 | ED |
Consolidated Edison Inc
|
290 | $32,082 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,446 | 2,460 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $237,632 | 2,462 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $214,512 | 2,460 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $233,134 | 2,460 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $225,901 | 2,460 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $226,197 | 2,460 | Shares | Other | 2025-04-23 | |
| 2024-09-30 | $203,806 | 2,260 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||