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Stock Yards Bank & Trust’s Southern Company SO Stock Holding History

Stock Yards Bank & Trust’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
Q1 		$2.11M Buy
21,876
+123
+0.6% +$11.4K 0.07% 152
2025
Q4 		$1.9M Buy
21,753
+500
+2% +$45.6K 0.06% 162
2025
Q3 		$2.01M Buy
21,253
+621
+3% +$58K 0.06% 160
2025
Q2 		$1.89M Sell
20,632
-528
-2% -$47.4K 0.06% 155
2025
Q1 		$1.95M Sell
21,160
-919
-4% -$79.6K 0.07% 146
2024
Q4 		$1.82M Sell
22,079
-177
-0.8% -$15.5K 0.06% 152
2024
Q3 		$2.01M Sell
22,256
-37
-0.2% -$3.16K 0.06% 158
2024
Q2 		$1.73M Sell
22,293
-228
-1% -$17.3K 0.06% 173
2024
Q1 		$1.62M Sell
22,521
-1,054
-4% -$72.8K 0.05% 191
2023
Q4 		$1.65M Sell
23,575
-999
-4% -$68.6K 0.06% 180
2023
Q3 		$1.59M Sell
24,574
-1,219
-5% -$84.6K 0.06% 174
2023
Q2 		$1.81M Sell
25,793
-278
-1% -$19.9K 0.07% 169
2023
Q1 		$1.81M Buy
26,071
+123
+0.5% +$8.28K 0.07% 172
2022
Q4 		$1.85M Buy
25,948
+348
+1% +$23.3K 0.07% 169
2022
Q3 		$1.74M Sell
25,600
-208
-0.8% -$15.8K 0.07% 165
2022
Q2 		$1.84M Buy
25,808
+3,746
+17% +$275K 0.08% 166
2022
Q1 		$1.6M Sell
22,062
-100
-0.5% -$6.77K 0.09% 117
2021
Q4 		$1.52M Buy
22,162
+3,683
+20% +$235K 0.08% 119
2021
Q3 		$1.15M Sell
18,479
-475
-3% -$30.6K 0.07% 111
2021
Q2 		$1.15M Buy
18,954
+1,119
+6% +$71.6K 0.07% 112
2021
Q1 		$1.11M Sell
17,835
-3,030
-15% -$181K 0.07% 113
2020
Q4 		$1.28M Buy
20,865
+200
+1% +$12K 0.09% 101
2020
Q3 		$1.12M Hold
20,665
– – 0.09% 103
2020
Q2 		$1.07M Hold
20,665
– – 0.09% 104
2020
Q1 		$1.12M Sell
20,665
-40
-0.2% -$2.53K 0.12% 96
2019
Q4 		$1.32M Buy
20,705
+196
+1% +$12.1K 0.11% 107
2019
Q3 		$1.27M Sell
20,509
-200
-1% -$11.6K 0.12% 106
2019
Q2 		$1.15M Buy
20,709
+200
+1% +$10.7K 0.11% 110
2019
Q1 		$1.06M Sell
20,509
-76
-0.4% -$3.73K 0.1% 111
2018
Q4 		$904K Buy
20,585
+576
+3% +$26.2K 0.1% 110
2018
Q3 		$872K Sell
20,009
-2,250
-10% -$104K 0.09% 118
2018
Q2 		$1.03M Sell
22,259
-595
-3% -$26.6K 0.11% 105
2018
Q1 		$1.02M Sell
22,854
-75
-0.3% -$3.33K 0.11% 109
2017
Q4 		$1.1M Sell
22,929
-237
-1% -$12.1K 0.12% 103
2017
Q3 		$1.14M Buy
23,166
+237
+1% +$11.5K 0.13% 96
2017
Q2 		$1.1M Sell
22,929
-2,510
-10% -$126K 0.13% 96
2017
Q1 		$1.27M Sell
25,439
-100
-0.4% -$4.94K 0.16% 94
2016
Q4 		$1.26M Hold
25,539
– – 0.16% 94
2016
Q3 		$1.31M Sell
25,539
-1,102
-4% -$58K 0.18% 94
2016
Q2 		$1.43M Sell
26,641
-801
-3% -$40.3K 0.19% 94
2016
Q1 		$1.42M Sell
27,442
-87
-0.3% -$4.24K 0.2% 88
2015
Q4 		$1.29M Sell
27,529
-289
-1% -$13.1K 0.18% 93
2015
Q3 		$1.24M Sell
27,818
-4,853
-15% -$213K 0.19% 89
2015
Q2 		$1.37M Sell
32,671
-7,972
-20% -$347K 0.19% 90
2015
Q1 		$1.8M Sell
40,643
-9,255
-19% -$440K 0.25% 76
2014
Q4 		$2.45M Buy
49,898
+9,655
+24% +$456K 0.35% 67
2014
Q3 		$1.76M Buy
40,243
+1,477
+4% +$64.9K 0.27% 74
2014
Q2 		$1.76M Sell
38,766
-9,015
-19% -$399K 0.25% 78
2014
Q1 		$2.1M Buy
47,781
+512
+1% +$21.5K 0.3% 69
2013
Q4 		$1.94M Sell
47,269
-7,430
-14% -$307K 0.29% 68
2013
Q3 		$2.25M Sell
54,699
-62,134
-53% -$2.68M 0.36% 63
2013
Q2 		$5.16M Buy
+116,833
New +$5.37M 0.57% 49

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stock Yards Bank & Trust's SO Position: Q1 2026 in Review

Stock Yards Bank & Trust increased its Southern Company (SO) stake by 0.57% in Q1 2026, buying an estimated $11.4K and bringing the position to 21,876 shares worth $2.11M. The position accounts for 0.07% of the portfolio, ranked #152.

Stock Yards Bank & Trust first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.16M in Q2 2013. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Stock Yards Bank & Trust held 21,876 shares of Southern Company worth $2.11M as of Q1 2026.
  • Stock Yards Bank & Trust bought 123 Southern Company shares in Q1 2026, an estimated $11.4K.
  • Southern Company made up 0.07% of Stock Yards Bank & Trust's portfolio in Q1 2026, its #152 holding.
  • Stock Yards Bank & Trust first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • Stock Yards Bank & Trust's Southern Company position peaked at $5.16M in Q2 2013.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q1 2026, filed 24 Apr 2026.