Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,226,023
-$76,557 QoQ
Shares Held
23,258
-2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#723
of 2,360 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Harbour Trust & Investment Management Co holds $17,360,456 across 6 Utilities - Regulated Electric names. SO ranks #2 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
149,795 | $13,147,506 | |
| 2 | SO |
Southern Co
This page
|
23,258 | $2,226,023 | |
| 3 | DUK |
Duke Energy CORP
|
8,100 | $1,025,297 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,996 | $409,882 | |
| 5 | ED |
Consolidated Edison Inc
|
3,096 | $342,510 | |
| 6 | OGE |
Oge Energy Corp.
|
4,300 | $209,238 |
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,226,023 | 23,258 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,302,580 | 23,856 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,100,560 | 24,089 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $2,294,286 | 24,209 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,433,219 | 26,497 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,440,995 | 26,547 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $2,342,991 | 28,462 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,680,870 | 29,728 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,411,728 | 31,091 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,478,329 | 34,546 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,562,675 | 36,547 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||