Position in SO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$4,653,037
-$68,335 QoQ
Shares Held
48,616
-0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.48%
of 13F equity value
Holder Rank
#495
of 2,356 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kentucky Trust Co holds $12,862,411 across 12 Utilities - Regulated Electric names. SO ranks #1 (36.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
48,616 | $4,653,037 | |
| 2 | DUK |
Duke Energy CORP
|
21,705 | $2,747,418 | |
| 3 | AEE |
Ameren Corp
|
14,634 | $1,654,227 | |
| 4 | NEE |
Nextera Energy Inc
|
11,741 | $1,030,507 | |
| 5 | OGE |
Oge Energy Corp.
|
20,691 | $1,006,824 | |
| 6 | D |
Dominion Energy, Inc
|
7,390 | $504,663 | |
| 7 | IDA |
Idacorp Inc
|
3,100 | $469,030 | |
| 8 | EVRG |
Evergy, Inc.
|
4,746 | $410,196 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,653,037 | 48,616 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $4,721,372 | 48,916 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,307,505 | 49,398 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,776,692 | 50,403 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,655,597 | 50,698 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,771,469 | 51,892 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,331,431 | 52,617 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||