Position in SO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$924,175
-$24,712 QoQ
Shares Held
9,656
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,058
of 2,359 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 39%
Shared 22%
None 39%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026First County Bank /CT/ holds $5,466,003 across 7 Utilities - Regulated Electric names. SO ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
10,284 | $1,406,953 | |
| 2 | DUK |
Duke Energy CORP
|
9,980 | $1,263,267 | |
| 3 | SO |
Southern Co
This page
|
9,656 | $924,175 | |
| 4 | ETR |
Entergy Corp /De/
|
5,703 | $655,045 | |
| 5 | NGG |
National Grid PLC
|
7,242 | $600,144 | |
| 6 | NEE |
Nextera Energy Inc
|
4,566 | $400,756 | |
| 7 | PPL |
PPL Corp
|
5,933 | $215,663 |
All Filings in SO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $924,175 | 9,656 | Shares | Defined | 2026-07-02 | |
| 2026-03-31 | $948,887 | 9,831 | Shares | Defined | 2026-04-03 | |
| 2025-12-31 | $1,034,278 | 11,861 | Shares | Defined | 2026-01-14 | |
| 2025-09-30 | $1,151,929 | 12,155 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $1,173,036 | 12,774 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $1,277,552 | 13,894 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $1,348,483 | 16,381 | Shares | Defined | 2025-01-07 | |
| 2024-09-30 | $1,704,311 | 18,899 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,819,791 | 23,460 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,878,152 | 26,180 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,011,180 | 28,682 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,200,738 | 34,004 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $2,710,806 | 38,588 | Shares | Defined | 2023-07-18 | |
| 2023-03-31 | $3,049,064 | 43,821 | Shares | Defined | 2023-07-18 | |
| 2022-12-31 | $3,075,913 | 43,074 | Shares | Defined | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||