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Mount Yale Investment Advisors’s Southern Company SO Stock Holding History

Mount Yale Investment Advisors’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
Q1 		$7.91M Buy
82,004
+74,948
+1,062% +$6.93M 0.18% 124
2025
Q4 		$615K Buy
7,056
+4,353
+161% +$397K 0.03% 409
2025
Q3 		$256K Buy
2,703
+2,092
+342% +$195K 0.02% 557
2025
Q2 		$56.1K Buy
+611
New +$54.9K ﹤0.01% 788
2018
Q3 		– Sell
-5,903
Closed -$273K – 1001
2018
Q2 		$273K Buy
5,903
+219
+4% +$9.8K 0.05% 266
2018
Q1 		$254K Buy
+5,684
New +$252K 0.05% 265

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's SO Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Southern Company (SO) stake by 1,062% in Q1 2026, buying an estimated $6.93M and bringing the position to 82,004 shares worth $7.91M. The position accounts for 0.18% of the portfolio, ranked #124.

Mount Yale Investment Advisors first reported a position in SO in Q1 2018 and has held it in 6 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Mount Yale Investment Advisors held 82,004 shares of Southern Company worth $7.91M as of Q1 2026.
  • Mount Yale Investment Advisors bought 74,948 Southern Company shares in Q1 2026, an estimated $6.93M.
  • Southern Company made up 0.18% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #124 holding.
  • Mount Yale Investment Advisors first reported a position in Southern Company in Q1 2018 and has held it in 6 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.