Position in SO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$321,872
+$110,880 QoQ
Shares Held
3,363
+53.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,669
of 2,360 holders
Holding Since
Mar 2024
3 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, 2026New Covenant Trust Company, N.A. holds $946,618 across 2 Utilities - Regulated Electric names. SO ranks #2 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
7,118 | $624,746 | |
| 2 | SO |
Southern Co
This page
|
3,363 | $321,872 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,872 | 3,363 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $210,992 | 2,186 | Shares | Sole | 2026-04-17 | |
| 2024-03-31 | $80,420 | 1,121 | Shares | Sole | 2024-05-17 | |
| No filing history on record for this holder in this stock. | ||||||