Position in SO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$548,609
+$17,074 QoQ
Shares Held
5,732
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,347
of 2,360 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Hickory Point Bank & Trust holds $1,675,193 across 11 Utilities - Regulated Electric names. SO ranks #1 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
5,732 | $548,609 | |
| 2 | ETR |
Entergy Corp /De/
|
2,998 | $344,350 | |
| 3 | NEE |
Nextera Energy Inc
|
3,013 | $264,451 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
2,792 | $226,598 | |
| 5 | DTE |
Dte Energy Co
|
957 | $145,817 | |
| 6 | ED |
Consolidated Edison Inc
|
445 | $49,230 | |
| 7 | AEP |
American Electric Power Co Inc
|
354 | $48,430 | |
| 8 | D |
Dominion Energy, Inc
|
500 | $34,145 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,609 | 5,732 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $531,535 | 5,507 | Shares | Defined | 2026-04-03 | |
| 2025-12-31 | $488,930 | 5,607 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $524,267 | 5,532 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $527,379 | 5,743 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $528,068 | 5,743 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $476,879 | 5,793 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||