Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$776,590
New position
Shares Held
8,114
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,162
of 2,356 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NBH Bank holds $3,573,402 across 12 Utilities - Regulated Electric names. SO ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,101 | $1,149,874 | |
| 2 | SO |
Southern Co
This page
|
8,114 | $776,590 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,595 | $765,451 | |
| 4 | DUK |
Duke Energy CORP
|
4,746 | $600,748 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
733 | $85,592 | |
| 6 | D |
Dominion Energy, Inc
|
1,092 | $74,572 | |
| 7 | EVRG |
Evergy, Inc.
|
677 | $58,513 | |
| 8 | EXC |
Exelon Corp
|
363 | $16,923 |
All Filings in SO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $776,590 | 8,114 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||