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Kennebec Savings Bank’s Southern Company SO Stock Holding History

Kennebec Savings Bank’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 		$91.7K Hold
958
– – 0.07% 132
2026
Q1 		$92.5K Hold
958
– – 0.08% 115
2025
Q4 		$83.5K Hold
958
– – 0.07% 115
2025
Q3 		$90.8K Buy
958
+28
+3% +$2.61K 0.08% 113
2025
Q2 		$85.4K Buy
930
+373
+67% +$33.5K 0.08% 115
2025
Q1 		$51.2K Hold
557
– – 0.05% 133
2024
Q4 		$45.6K Sell
557
-189
-25% -$16.6K 0.05% 144
2024
Q3 		$67.3K Buy
+746
New +$63.7K 0.07% 133

Other funds holding SO

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
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kennebec Savings Bank's SO Position: Q2 2026 in Review

Kennebec Savings Bank held its Southern Company (SO) position steady in Q2 2026 at 958 shares worth $91.7K. The position accounts for 0.07% of the portfolio, ranked #132.

Kennebec Savings Bank first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $92.5K in Q1 2026. 706 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Kennebec Savings Bank held 958 shares of Southern Company worth $91.7K as of Q2 2026.
  • Kennebec Savings Bank left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.07% of Kennebec Savings Bank's portfolio in Q2 2026, its #132 holding.
  • Kennebec Savings Bank first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
  • Kennebec Savings Bank's Southern Company position peaked at $92.5K in Q1 2026.
  • 706 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.