NORTH DALLAS BANK & TRUST CO

Bank

Position in SO — Southern Co

CIK 2035144 DALLAS, TX

Position in SO

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,169,575

-$9,899 QoQ

Shares Held

12,220

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#954

of 2,360 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 78% Shared 22% None 0%

Utilities · as of Jun 30, 2026

NORTH DALLAS BANK & TRUST CO holds $4,105,852 across 4 Utilities - Regulated Electric names. SO ranks #2 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	17,348	$1,522,633
2	SO	Southern Co This page	12,220	$1,169,575
3	DUK	Duke Energy CORP	8,373	$1,059,854
4	AEP	American Electric Power Co Inc	2,586	$353,790

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,169,575	12,220	0.0%	Shares	Sole	2026-07-13
2026-03-31	$1,179,474	12,220	-0.2%	Shares	Other	2026-05-14
2025-12-31	$1,068,200	12,250	+0.6%	Shares	Sole	2026-02-11
2025-06-30	$1,118,121	12,176	—	Shares	Sole	2025-08-20
No filing history on record for this holder in this stock.