Follow The Filings

SO position history

The shares of Southern Co. (SO) that Kentucky Trust Co reported in each quarter’s 13F.

Equity · COM

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q4 · 52,617 shares · $4M · 2.5% of portfolio
  2. 2025 Q1 · 51,892 shares · $5M · 2.8% of portfolio · Reduce −1.4%
  3. 2025 Q2 · 50,698 shares · $5M · 2.7% of portfolio · Reduce −2.3%
  4. 2025 Q3 · 50,403 shares · $5M · 2.6% of portfolio · Reduce −0.6%
  5. 2025 Q4 · 49,398 shares · $4M · 2.3% of portfolio · Reduce −2.0%
  6. 2026 Q1 · 48,916 shares · $5M · 2.5% of portfolio · Reduce −1.0%
  7. 2026 Q2 · 48,616 shares · $5M · 2.2% of portfolio · Reduce −0.6%
Holdings date Value % of holdings Shares Filing date All 13F holders