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Livermore
Livermore
ZHEN

Kennedy Investment Group

SEC CIK
0001978005
Latest filing
Jul 30, 2026

SO holding history

Southern Co in every 13F filed by Kennedy Investment Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overviewAll 13F holders of SOFull Q2 2026 holdings

Shares (Q2 2026)
10,501
Value
$1.01M
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of SO by Kennedy Investment Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,501$1.01M0.3%00.0%UnchangedHolders
Q1 202610,501$1.01M0.4%+1,707+19.4%AddedHolders
Q4 20258,794$766.8K0.3%+47+0.5%AddedHolders
Q3 20258,747$829.0K0.3%+26+0.3%AddedHolders
Q2 20258,721$800.9K0.3%+28+0.3%AddedHolders
Q1 20258,693$799.3K0.4%+10.0%AddedHolders
Q4 20248,692$715.6K0.3%−54−0.6%ReducedHolders
Q3 20248,746$788.7K0.4%−210−2.3%ReducedHolders
Q2 20248,956$694.7K0.4%+235+2.7%AddedHolders
Q1 20248,721$625.7K0.3%+149+1.7%AddedHolders
Q4 20238,572$601.1K0.3%+110+1.3%AddedHolders
Q3 20238,462$547.6K0.3%+710+9.2%AddedHolders
Q2 20237,752$544.5K0.3%−329−4.1%ReducedHolders
Q1 20238,081$562.3K0.3%+968+13.6%AddedHolders
Q4 20227,113$508.0K0.3%–No prior filingHolders