Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$7,606,169
-$188,303 QoQ
Shares Held
79,471
-1.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#379
of 2,354 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 28%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CENTRAL TRUST Co holds $36,281,523 across 27 Utilities - Regulated Electric names. SO ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
132,151 | $11,598,892 | |
| 2 | SO |
Southern Co
This page
|
79,471 | $7,606,169 | |
| 3 | DUK |
Duke Energy CORP
|
44,199 | $5,594,708 | |
| 4 | AEP |
American Electric Power Co Inc
|
15,964 | $2,184,034 | |
| 5 | AEE |
Ameren Corp
|
19,272 | $2,178,506 | |
| 6 | D |
Dominion Energy, Inc
|
25,768 | $1,759,695 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
6,104 | $712,763 | |
| 8 | XEL |
Xcel Energy Inc
|
7,894 | $633,887 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,606,169 | 79,471 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $7,794,472 | 80,755 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $6,949,927 | 79,701 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $7,698,925 | 81,238 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,518,213 | 81,871 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,623,481 | 82,909 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $6,860,218 | 83,336 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,264,990 | 80,561 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $6,394,870 | 82,440 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $5,961,091 | 83,093 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,842,117 | 83,316 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,433,761 | 83,958 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $6,030,681 | 85,846 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $5,808,329 | 83,477 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $5,949,951 | 83,321 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $5,578,244 | 82,033 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $5,824,101 | 81,673 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,927,837 | 81,752 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $5,674,309 | 82,740 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,243,405 | 84,612 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $5,094,336 | 84,190 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $5,253,140 | 84,510 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $5,139,110 | 83,658 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $4,475,480 | 82,543 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $3,766,642 | 72,645 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $3,724,993 | 68,803 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||