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 Q2	$8.94M	Buy	93,411 +11,407	+14%	+$1.07M	0.17%	143
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mount Yale Investment Advisors's SO Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Southern Company (SO) stake by 14% in Q2 2026, buying an estimated $1.07M and bringing the position to 93,411 shares worth $8.94M. The position accounts for 0.17% of the portfolio, ranked #143.

Mount Yale Investment Advisors first reported a position in SO in Q1 2018 and has held it in 7 quarters since. 2,368 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Mount Yale Investment Advisors held 93,411 shares of Southern Company worth $8.94M as of Q2 2026.
Mount Yale Investment Advisors bought 11,407 Southern Company shares in Q2 2026, an estimated $1.07M.
Southern Company made up 0.17% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #143 holding.
Mount Yale Investment Advisors first reported a position in Southern Company in Q1 2018 and has held it in 7 quarters since.
2,368 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.