Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,996,775
+$6,875 QoQ
Shares Held
31,311
+1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#621
of 2,356 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $30,643,664 across 25 Utilities - Regulated Electric names. SO ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
173,793 | $15,253,811 | |
| 2 | DUK |
Duke Energy CORP
|
32,348 | $4,094,609 | |
| 3 | SO |
Southern Co
This page
|
31,311 | $2,996,775 | |
| 4 | ED |
Consolidated Edison Inc
|
24,035 | $2,658,992 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
17,931 | $2,093,802 | |
| 6 | D |
Dominion Energy, Inc
|
11,706 | $799,402 | |
| 7 | EXC |
Exelon Corp
|
14,800 | $689,976 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
6,678 | $541,986 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,996,775 | 31,311 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,989,900 | 30,977 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,565,598 | 29,422 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,529,032 | 26,686 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,208,970 | 24,055 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $1,993,843 | 21,684 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $1,607,709 | 19,530 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $1,453,881 | 16,122 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $908,267 | 11,709 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $531,162 | 7,404 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $480,392 | 6,851 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $449,998 | 6,953 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $520,974 | 7,416 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $616,200 | 8,856 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $746,662 | 10,456 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $594,184 | 8,738 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $649,634 | 9,110 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $660,638 | 9,111 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $705,276 | 10,284 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $649,693 | 10,484 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $617,202 | 10,200 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $637,264 | 10,252 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $649,376 | 10,571 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $581,292 | 10,721 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $690,019 | 13,308 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $681,514 | 12,588 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||