NBT BANK N A /NY

Bank

Position in SO — Southern Co

CIK 898413 Norwich, NY

Position in SO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,770,729

-$210,150 QoQ

Shares Held

18,501

-9.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#797

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Utilities · as of Jun 30, 2026

NBT BANK N A /NY holds $12,294,721 across 23 Utilities - Regulated Electric names. SO ranks #2 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	80,095	$7,029,937
2	SO	Southern Co This page	18,501	$1,770,729
3	D	Dominion Energy, Inc	16,131	$1,101,584
4	DUK	Duke Energy CORP	4,285	$542,394
5	DTE	Dte Energy Co	2,684	$408,961
6	PEG	Public Service Enterprise Group Inc	4,250	$344,929
7	LNT	Alliant Energy Corp	2,743	$209,263
8	EXC	Exelon Corp	4,144	$193,193

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,770,729	18,501	-9.9%	Shares	Sole	2026-07-29
2026-03-31	$1,980,879	20,523	+3.5%	Shares	Sole	2026-04-28
2025-12-31	$1,729,000	19,828	-0.8%	Shares	Defined	2026-01-23
2025-09-30	$1,893,599	19,981	-7.1%	Shares	Defined	2025-10-28
2025-06-30	$1,974,252	21,499	-4.2%	Shares	Sole	2025-07-23
2025-03-31	$2,064,369	22,451	-2.8%	Shares	Sole	2025-04-17
2024-12-31	$1,900,603	23,088	-2.7%	Shares	Sole	2025-02-07
2024-09-30	$2,138,978	23,719	-8.3%	Shares	Sole	2024-11-14
2024-06-30	$2,006,735	25,870	-4.4%	Shares	Sole	2024-07-30
2024-03-31	$1,940,853	27,054	-2.8%	Shares	Sole	2024-04-24
2023-12-31	$1,952,350	27,843	+11.4%	Shares	Sole	2024-02-09
2023-09-30	$1,617,740	24,996	-1.2%	Shares	Sole	2023-10-26
2023-06-30	$1,777,043	25,296	-3.1%	Shares	Sole	2023-07-24
2023-03-31	$1,816,942	26,113	-0.8%	Shares	Sole	2023-05-02
2022-12-31	$1,880,153	26,329	-5.1%	Shares	Sole	2023-02-10
2022-09-30	$1,887,272	27,754	-0.0%	Shares	Sole	2022-11-15
2022-06-30	$1,979,778	27,763	-0.3%	Shares	Sole	2022-07-26
2022-03-31	$2,019,620	27,853	-0.4%	Shares	Sole	2022-04-29
2021-12-31	$1,917,016	27,953	-1.7%	Shares	Sole	2022-01-27
2021-09-30	$1,761,683	28,428	-0.5%	Shares	Sole	2021-10-18
2021-06-30	$1,728,951	28,573	-0.7%	Shares	Sole	2021-07-28
2021-03-31	$1,788,093	28,766	-6.9%	Shares	Sole	2021-04-08
2020-12-31	$1,898,125	30,899	+0.7%	Shares	Sole	2021-01-15
2020-09-30	$1,662,872	30,669	-0.3%	Shares	Sole	2020-10-29
2020-06-30	$1,595,372	30,769	-6.1%	Shares	Sole	2020-07-22
2020-03-31	$1,774,113	32,769	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.