Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,083,702
-$27,769 QoQ
Shares Held
21,771
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#743
of 2,354 holders
Holding Since
Mar 2020
26 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, 2026STOCK YARDS BANK & TRUST CO holds $64,158,896 across 12 Utilities - Regulated Electric names. SO ranks #3 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
594,580 | $52,186,285 | |
| 2 | DUK |
Duke Energy CORP
|
32,599 | $4,126,381 | |
| 3 | SO |
Southern Co
This page
|
21,771 | $2,083,702 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
12,976 | $1,515,206 | |
| 5 | D |
Dominion Energy, Inc
|
17,280 | $1,180,050 | |
| 6 | ETR |
Entergy Corp /De/
|
6,917 | $794,485 | |
| 7 | AEP |
American Electric Power Co Inc
|
4,750 | $649,847 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
5,282 | $428,687 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,083,702 | 21,771 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,111,471 | 21,876 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,896,860 | 21,753 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,014,146 | 21,253 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,894,635 | 20,632 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,945,661 | 21,160 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,817,543 | 22,079 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,007,045 | 22,256 | Shares | Sole | 2024-11-22 | |
| 2024-06-30 | $1,729,267 | 22,293 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,615,656 | 22,521 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,653,078 | 23,575 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,590,429 | 24,574 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,811,958 | 25,793 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,814,019 | 26,071 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,852,946 | 25,948 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,740,800 | 25,600 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,840,367 | 25,808 | Shares | Sole | 2022-08-24 | |
| 2022-03-31 | $1,599,714 | 22,062 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,519,869 | 22,162 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,145,143 | 18,479 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,146,905 | 18,954 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,108,623 | 17,835 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,281,736 | 20,865 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,120,455 | 20,665 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $1,071,479 | 20,665 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $1,118,802 | 20,665 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||