Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$293,351
-$5,957 QoQ
Shares Held
3,065
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,732
of 2,354 holders
Holding Since
Dec 2021
19 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, 2026United Community Bank holds $4,503,870 across 13 Utilities - Regulated Electric names. SO ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
14,888 | $1,884,523 | |
| 2 | NEE |
Nextera Energy Inc
|
19,761 | $1,734,422 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,278 | $448,463 | |
| 4 | SO |
Southern Co
This page
|
3,065 | $293,351 | |
| 5 | ED |
Consolidated Edison Inc
|
604 | $66,820 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
540 | $43,826 | |
| 7 | DTE |
Dte Energy Co
|
144 | $21,941 | |
| 8 | ETR |
Entergy Corp /De/
|
30 | $3,445 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,351 | 3,065 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $299,308 | 3,101 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 SOJE | $10,200 | 575 | Shares | Defined | 2026-01-30 | |
| 2025-12-31 | $333,016 | 3,819 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 SOJE | $10,660 | 575 | Shares | Defined | 2025-11-04 | |
| 2025-09-30 | $382,776 | 4,039 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 SOJE | $10,102 | 575 | Shares | Defined | 2025-07-31 | |
| 2025-06-30 | $370,074 | 4,030 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 SOJE | $10,562 | 575 | Shares | Defined | 2025-05-02 | |
| 2025-03-31 | $479,519 | 5,215 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 SOJE | $10,873 | 575 | Shares | Defined | 2025-02-07 | |
| 2024-12-31 | $411,435 | 4,998 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 SOJE | $12,701 | 575 | Shares | Defined | 2024-10-30 | |
| 2024-09-30 | $2,464,078 | 27,324 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 SOJE | $11,615 | 575 | Shares | Defined | 2024-08-02 | |
| 2024-06-30 | $2,147,447 | 27,684 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $2,084,692 | 29,059 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $2,104,862 | 30,018 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,032,661 | 31,407 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,665,627 | 23,710 | Shares | Defined | 2024-02-13 | |
| 2023-03-31 | $1,638,469 | 23,548 | Shares | Defined | 2024-02-13 | |
| 2022-12-31 | $1,652,998 | 23,148 | Shares | Defined | 2024-02-13 | |
| 2022-09-30 | $1,612,960 | 23,720 | Shares | Defined | 2024-02-13 | |
| 2022-06-30 | $1,683,272 | 23,605 | Shares | Defined | 2024-02-13 | |
| 2022-03-31 | $1,654,678 | 22,820 | Shares | Defined | 2024-02-13 | |
| 2021-12-31 | $1,525,082 | 22,238 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||