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Independence Bank of Kentucky’s Southern Company SO Stock Holding History

Independence Bank of Kentucky’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$408K Buy
4,264
+64
+2% +$6.03K 0.05% 228
2026
Q1 		$405K Sell
4,200
-57
-1% -$5.27K 0.05% 222
2025
Q4 		$371K Buy
4,257
+27
+0.6% +$2.46K 0.05% 229
2025
Q3 		$401K Hold
4,230
– – 0.05% 227
2025
Q2 		$388K Hold
4,230
– – 0.06% 222
2025
Q1 		$389K Hold
4,230
– – 0.06% 219
2024
Q4 		$348K Sell
4,230
-40
-0.9% -$3.51K 0.05% 231
2024
Q3 		$385K Sell
4,270
-370
-8% -$31.6K 0.08% 193
2024
Q2 		$360K Hold
4,640
– – 0.1% 186
2024
Q1 		$333K Hold
4,640
– – 0.1% 177
2023
Q4 		$325K Buy
4,640
+451
+11% +$31K 0.11% 163
2023
Q3 		$271K Sell
4,189
-320
-7% -$22.2K 0.11% 152
2023
Q2 		$317K Buy
4,509
+34
+0.8% +$2.44K 0.13% 136
2023
Q1 		$311K Sell
4,475
-75
-2% -$5.05K 0.14% 131
2022
Q4 		$325K Sell
4,550
-237
-5% -$15.8K 0.15% 127
2022
Q3 		$326K Sell
4,787
-63
-1% -$4.77K 0.16% 120
2022
Q2 		$346K Hold
4,850
– – 0.15% 123
2022
Q1 		$352K Sell
4,850
-450
-8% -$30.5K 0.14% 128
2021
Q4 		$363K Sell
5,300
-170
-3% -$10.8K 0.15% 121
2021
Q3 		$339K Sell
5,470
-716
-12% -$46.1K 0.15% 125
2021
Q2 		$374K Buy
6,186
+781
+14% +$49.9K 0.17% 119
2021
Q1 		$336K Sell
5,405
-675
-11% -$40.4K 0.16% 119
2020
Q4 		$373K Buy
6,080
+206
+4% +$12.4K 0.19% 110
2020
Q3 		$318K Buy
5,874
+844
+17% +$45.1K 0.18% 114
2020
Q2 		$261K Buy
5,030
+100
+2% +$5.56K 0.17% 109
2020
Q1 		$267K Buy
4,930
+1,040
+27% +$65.9K 0.21% 102
2019
Q4 		$248K Hold
3,890
– – 0.16% 115
2019
Q3 		$240K Buy
3,890
+270
+7% +$15.7K 0.17% 113
2019
Q2 		$200K Sell
3,620
-1,074
-23% -$57.5K 0.16% 117
2019
Q1 		$243K Sell
4,694
-1,260
-21% -$61.8K 0.2% 103
2018
Q4 		$261K Sell
5,954
-889
-13% -$40.4K 0.24% 87
2018
Q3 		$298K Sell
6,843
-1,376
-17% -$63.4K 0.23% 89
2018
Q2 		$381K Sell
8,219
-2,400
-23% -$107K 0.32% 75
2018
Q1 		$474K Buy
10,619
+2,766
+35% +$123K 0.4% 62
2017
Q4 		$378K Buy
+7,853
New +$400K 0.32% 74

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Independence Bank of Kentucky's SO Position: Q2 2026 in Review

Independence Bank of Kentucky increased its Southern Company (SO) stake by 1.5% in Q2 2026, buying an estimated $6.03K and bringing the position to 4,264 shares worth $408K. The position accounts for 0.05% of the portfolio, ranked #228.

Independence Bank of Kentucky first reported a position in SO in Q4 2017 and has held it in 35 quarters since. The position peaked at $474K in Q1 2018. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Independence Bank of Kentucky held 4,264 shares of Southern Company worth $408K as of Q2 2026.
  • Independence Bank of Kentucky bought 64 Southern Company shares in Q2 2026, an estimated $6.03K.
  • Southern Company made up 0.05% of Independence Bank of Kentucky's portfolio in Q2 2026, its #228 holding.
  • Independence Bank of Kentucky first reported a position in Southern Company in Q4 2017 and has held it in 35 quarters since.
  • Independence Bank of Kentucky's Southern Company position peaked at $474K in Q1 2018.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.