Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$390,592
-$3,306 QoQ
Shares Held
4,081
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,566
of 2,360 holders
Holding Since
Dec 2020
23 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, 2026American State Bank (Iowa) holds $6,245,364 across 7 Utilities - Regulated Electric names. SO ranks #7 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
16,865 | $1,865,774 | |
| 2 | NEE |
Nextera Energy Inc
|
13,227 | $1,160,933 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
9,584 | $1,119,123 | |
| 4 | XEL |
Xcel Energy Inc
|
8,954 | $719,006 | |
| 5 | AEE |
Ameren Corp
|
5,282 | $597,077 | |
| 6 | ES |
Eversource Energy
|
5,436 | $392,859 | |
| 7 | SO |
Southern Co
This page
|
4,081 | $390,592 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,592 | 4,081 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $393,898 | 4,081 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $355,863 | 4,081 | Shares | Sole | 2026-04-14 | |
| 2025-09-30 | $386,756 | 4,081 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $374,758 | 4,081 | Shares | Sole | 2026-04-14 | |
| 2025-03-31 | $375,247 | 4,081 | Shares | Sole | 2026-04-14 | |
| 2024-12-31 | $335,947 | 4,081 | Shares | Sole | 2026-04-14 | |
| 2024-09-30 | $368,024 | 4,081 | Shares | Sole | 2026-04-14 | |
| 2024-06-30 | $316,563 | 4,081 | Shares | Sole | 2026-04-14 | |
| 2024-03-31 | $276,485 | 3,854 | Shares | Sole | 2026-04-14 | |
| 2023-12-31 | $270,242 | 3,854 | Shares | Sole | 2026-04-14 | |
| 2023-09-30 | $258,750 | 3,998 | Shares | Sole | 2026-04-14 | |
| 2023-06-30 | $280,859 | 3,998 | Shares | Sole | 2026-04-14 | |
| 2023-03-31 | $278,180 | 3,998 | Shares | Sole | 2026-04-14 | |
| 2022-12-31 | $285,497 | 3,998 | Shares | Sole | 2026-04-14 | |
| 2022-09-30 | $271,864 | 3,998 | Shares | Sole | 2026-04-14 | |
| 2022-06-30 | $285,097 | 3,998 | Shares | Sole | 2026-04-14 | |
| 2022-03-31 | $289,894 | 3,998 | Shares | Sole | 2026-04-14 | |
| 2021-12-31 | $274,182 | 3,998 | Shares | Sole | 2026-04-14 | |
| 2021-09-30 | $239,699 | 3,868 | Shares | Sole | 2026-04-14 | |
| 2021-06-30 | $209,001 | 3,454 | Shares | Sole | 2026-04-14 | |
| 2021-03-31 | $214,700 | 3,454 | Shares | Sole | 2026-04-14 | |
| 2020-12-31 | $193,750 | 3,154 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||