Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$91,690
-$776 QoQ
Shares Held
958
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,130
of 2,360 holders
Holding Since
Sep 2024
8 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, 2026Kennebec Savings Bank holds $1,935,949 across 9 Utilities - Regulated Electric names. SO ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,656 | $847,507 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,676 | $502,913 | |
| 3 | DUK |
Duke Energy CORP
|
2,239 | $283,412 | |
| 4 | ETR |
Entergy Corp /De/
|
854 | $98,090 | |
| 5 | SO |
Southern Co
This page
|
958 | $91,690 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
584 | $62,488 | |
| 7 | FE |
Firstenergy Corp
|
600 | $28,524 | |
| 8 | D |
Dominion Energy, Inc
|
160 | $10,926 |
All Filings in SO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,690 | 958 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $92,466 | 958 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $83,537 | 958 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $90,789 | 958 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $85,401 | 930 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $51,216 | 557 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $45,852 | 557 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $67,274 | 746 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||