Position in SO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$10,405,878
+$45,808 QoQ
Shares Held
108,723
+1.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#316
of 2,360 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, 2026ROCKLAND TRUST CO holds $71,367,921 across 11 Utilities - Regulated Electric names. SO ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
375,692 | $32,974,486 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
120,208 | $14,036,687 | |
| 3 | SO |
Southern Co
This page
|
108,723 | $10,405,878 | |
| 4 | ED |
Consolidated Edison Inc
|
92,135 | $10,192,894 | |
| 5 | EVRG |
Evergy, Inc.
|
9,327 | $806,132 | |
| 6 | EIX |
Edison International
|
9,582 | $713,379 | |
| 7 | D |
Dominion Energy, Inc
|
9,787 | $668,353 | |
| 8 | ES |
Eversource Energy
|
6,936 | $501,264 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,405,878 | 108,723 | Shares | Defined | 2026-07-08 | |
| 2026-03-31 | $10,360,070 | 107,336 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $9,136,467 | 104,776 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $9,769,365 | 103,085 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $10,730,335 | 116,850 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $10,944,716 | 119,029 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $10,834,876 | 131,619 | Shares | Defined | 2025-01-14 | |
| 2024-09-30 | $12,077,627 | 133,928 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $10,735,688 | 138,400 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $11,284,917 | 157,303 | Shares | Defined | 2024-04-11 | |
| 2023-12-31 | $10,786,279 | 153,826 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $10,423,285 | 161,052 | Shares | Defined | 2023-10-26 | |
| 2023-06-30 | $11,193,142 | 159,333 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $9,853,084 | 141,608 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $9,665,271 | 135,349 | Shares | Defined | 2023-01-24 | |
| 2022-09-30 | $9,188,296 | 135,122 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $9,810,615 | 137,577 | Shares | Defined | 2022-07-13 | |
| 2022-03-31 | $10,985,844 | 151,508 | Shares | Defined | 2022-04-18 | |
| 2021-12-31 | $10,120,144 | 147,567 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $8,784,742 | 141,758 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $8,163,645 | 134,914 | Shares | Defined | 2021-07-21 | |
| 2021-03-31 | $8,368,041 | 134,621 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $7,418,716 | 120,767 | Shares | Defined | 2021-01-04 | |
| 2020-09-30 | $6,670,307 | 123,023 | Shares | Defined | 2020-10-08 | |
| 2020-06-30 | $6,324,559 | 121,978 | Shares | Defined | 2020-07-09 | |
| 2020-03-31 | $6,695,764 | 123,675 | Shares | Defined | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||