Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$658,675
-$53,255 QoQ
Shares Held
6,882
-6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,239
of 2,354 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 20261ST SOURCE BANK holds $9,882,091 across 7 Utilities - Regulated Electric names. SO ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
26,585 | $3,637,093 | |
| 2 | NEE |
Nextera Energy Inc
|
34,052 | $2,988,743 | |
| 3 | DUK |
Duke Energy CORP
|
11,756 | $1,488,074 | |
| 4 | SO |
Southern Co
This page
|
6,882 | $658,675 | |
| 5 | D |
Dominion Energy, Inc
|
6,947 | $474,410 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
3,206 | $374,364 | |
| 7 | ETR |
Entergy Corp /De/
|
2,270 | $260,732 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $658,675 | 6,882 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $711,930 | 7,376 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $475,326 | 5,451 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $521,328 | 5,501 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $506,717 | 5,518 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $381,591 | 4,150 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $347,636 | 4,223 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $372,352 | 4,129 | Shares | Defined | 2024-12-11 | |
| 2024-06-30 | $320,286 | 4,129 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $295,496 | 4,119 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $288,824 | 4,119 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $266,581 | 4,119 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $289,359 | 4,119 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $294,740 | 4,236 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $300,706 | 4,211 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $286,348 | 4,211 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $323,461 | 4,536 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $345,219 | 4,761 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $330,486 | 4,819 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $293,861 | 4,742 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $275,864 | 4,559 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $286,432 | 4,608 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $283,068 | 4,608 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $249,844 | 4,608 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $276,515 | 5,333 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $256,244 | 4,733 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||