Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,582,925
+$656,000 QoQ
Shares Held
26,987
+35.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#665
of 2,359 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, 2026Fulton Bank, N.A. holds $25,852,006 across 15 Utilities - Regulated Electric names. SO ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FE |
Firstenergy Corp
|
79,670 | $3,787,511 | |
| 2 | DUK |
Duke Energy CORP
|
24,295 | $3,075,260 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
24,135 | $2,818,243 | |
| 4 | NGG |
National Grid PLC
|
31,544 | $2,614,050 | |
| 5 | SO |
Southern Co
This page
|
26,987 | $2,582,925 | |
| 6 | PPL |
PPL Corp
|
51,984 | $1,889,618 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
21,163 | $1,717,588 | |
| 8 | DTE |
Dte Energy Co
|
10,220 | $1,557,221 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,582,925 | 26,987 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,926,925 | 19,964 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,708,771 | 19,596 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,066,932 | 21,810 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,349,010 | 25,580 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,724,110 | 29,626 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,461,614 | 29,903 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $2,672,573 | 29,636 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $3,313,479 | 42,716 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $3,166,531 | 44,139 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $3,093,413 | 44,116 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,864,118 | 44,254 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $2,987,802 | 42,531 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $3,344,153 | 48,062 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $3,481,594 | 48,755 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $3,284,128 | 48,296 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $3,400,416 | 47,685 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $3,704,463 | 51,089 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $3,558,753 | 51,892 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $3,164,311 | 51,062 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $3,148,455 | 52,032 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $3,303,865 | 53,151 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $3,281,467 | 53,418 | Shares | Sole | 2021-01-07 | |
| 2020-09-30 | $2,638,669 | 48,666 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $2,401,120 | 46,309 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $1,994,571 | 36,841 | Shares | Sole | 2020-04-03 | |
| No filing history on record for this holder in this stock. | ||||||