Position in SO
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$376,331
-$112,060 QoQ
Shares Held
3,932
-22.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,579
of 2,356 holders
Holding Since
Dec 2023
11 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, 2026Trust Co of the South holds $3,084,164 across 4 Utilities - Regulated Electric names. SO ranks #3 (12.2% of the industry book) .
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,331 | 3,932 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $488,391 | 5,060 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $342,870 | 3,932 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $469,774 | 4,957 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $406,990 | 4,432 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $400,258 | 4,353 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $354,716 | 4,309 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $388,585 | 4,309 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $334,249 | 4,309 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $314,938 | 4,390 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $313,997 | 4,478 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||