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Timothy G. Youngquist 2020 Irrevocable Trust’s Southern Company SO Stock Holding History

Timothy G. Youngquist 2020 Irrevocable 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
Q2 		– Sell
-389
Closed -$37.5K – 424
2026
Q1 		$37.5K Buy
+389
New +$36K 0.02% 250

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's SO Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Southern Company (SO) in Q2 2026, closing a stake of 389 shares — an estimated $37.5K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in SO in Q1 2026 and held it in 1 quarter. The position peaked at $37.5K in Q1 2026. 1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 389 Southern Company shares in Q2 2026, an estimated $37.5K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Southern Company in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Southern Company position peaked at $37.5K in Q1 2026.
  • 1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.