SO SOUTHERN CO

Ownership history in Peoples Bank/KS  ·  10 quarters on record

AI Ownership Summary

Peoples Bank/KS reported SOUTHERN CO (SO) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.21% in 2026 Q1. The latest visible filing shows SO at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Peoples Bank/KS's position in SOUTHERN CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SO was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Peoples Bank/KS held SO — position size vs. price
% of Fund (quarterly)    SO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,150 0% 0.21% $208K 2026-04-15 $94.64
2025 Q3 REDUCED 2,150 -650 -23.2% 0.20% $204K 2025-10-08 $94.65
2025 Q2 UNCHANGED 2,800 0% 0.17% $257K 2025-07-10 $91.06
2025 Q1 UNCHANGED 2,800 0% 0.17% $257K 2025-04-08 $84.10
2024 Q4 UNCHANGED 2,800 0% 0.16% $230K 2025-01-08 $79.71
2024 Q3 UNCHANGED 2,800 0% 0.17% $253K 2024-10-04 $85.99
2024 Q2 UNCHANGED 2,800 0% 0.17% $217K 2024-07-15 $75.60
2024 Q1 UNCHANGED 2,800 0% 0.16% $201K 2024-04-03 $66.42
2023 Q4 UNCHANGED 2,800 0% 0.16% $196K 2024-01-04 $66.40
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Peoples Bank/KS and SO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Peoples Bank/KS reported owning SO?

Peoples Bank/KS reported SO across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SO position in Peoples Bank/KS's portfolio?

The largest reported portfolio weight for SO was 0.21% in 2026 Q1.

What is the latest reported SO position on this page?

The most recent filing on this page is 2026 Q1, when Peoples Bank/KS reported 2,150 shares, equal to 0.21% of portfolio, with an estimated market value of $208K.

What does the chart on this SO ownership page compare?

The chart compares Peoples Bank/KS's quarterly SO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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