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Richard C. Young & Co’s Southern Company SO Stock Holding History

Richard C. Young & Co’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 		$21.9M Buy
228,454
+518
+0.2% +$48.8K 1.61% 24
2026
Q1 		$22M Buy
227,936
+1,368
+0.6% +$127K 1.82% 22
2025
Q4 		$19.8M Buy
226,568
+2,593
+1% +$237K 1.77% 23
2025
Q3 		$21.2M Sell
223,975
-1,190
-0.5% -$111K 1.97% 14
2025
Q2 		$20.7M Buy
225,165
+2,115
+0.9% +$190K 2.04% 14
2025
Q1 		$20.5M Buy
223,050
+901
+0.4% +$78K 2.2% 11
2024
Q4 		$18.3M Buy
222,149
+602
+0.3% +$52.8K 1.99% 16
2024
Q3 		$20M Buy
221,547
+3,458
+2% +$295K 2.18% 13
2024
Q2 		$16.9M Buy
218,089
+4,382
+2% +$332K 2.06% 14
2024
Q1 		$15.3M Sell
213,707
-2,090
-1% -$144K 1.92% 18
2023
Q4 		$15.1M Buy
215,797
+3,871
+2% +$266K 2.03% 14
2023
Q3 		$13.7M Buy
211,926
+1,393
+0.7% +$96.7K 1.95% 18
2023
Q2 		$14.8M Buy
210,533
+3,588
+2% +$257K 2.03% 16
2023
Q1 		$14.4M Buy
206,945
+510
+0.2% +$34.3K 1.98% 20
2022
Q4 		$14.7M Sell
206,435
-1,199
-0.6% -$80.2K 1.96% 18
2022
Q3 		$14.1M Sell
207,634
-186
-0.1% -$14.1K 2.16% 14
2022
Q2 		$14.8M Buy
207,820
+3,244
+2% +$238K 1.92% 18
2022
Q1 		$14.8M Buy
204,576
+1,162
+0.6% +$78.7K 1.89% 17
2021
Q4 		$13.9M Buy
203,414
+7,537
+4% +$480K 1.76% 22
2021
Q3 		$12.1M Buy
195,877
+5,828
+3% +$375K 1.67% 24
2021
Q2 		$11.5M Buy
190,049
+6,030
+3% +$386K 1.46% 31
2021
Q1 		$11.4M Buy
184,019
+10,095
+6% +$604K 1.52% 29
2020
Q4 		$10.7M Buy
173,924
+5,836
+3% +$351K 1.63% 27
2020
Q3 		$9.11M Buy
+168,088
New +$8.98M 1.47% 30
2015
Q4 		– Sell
-11,946
Closed -$534K – 80
2015
Q3 		$534K Sell
11,946
-111,331
-90% -$4.88M 0.13% 62
2015
Q2 		$5.17M Sell
123,277
-22,666
-16% -$988K 1.16% 39
2015
Q1 		$6.46M Buy
145,943
+2,072
+1% +$98.4K 1.41% 31
2014
Q4 		$7.07M Buy
143,871
+3,916
+3% +$185K 1.49% 31
2014
Q3 		$6.11M Buy
139,955
+2,857
+2% +$126K 1.31% 38
2014
Q2 		$6.22M Buy
137,098
+11,544
+9% +$510K 1.26% 38
2014
Q1 		$5.52M Buy
125,554
+20,771
+20% +$871K 1.17% 38
2013
Q4 		$4.31M Buy
104,783
+165
+0.2% +$6.81K 0.93% 42
2013
Q3 		$4.31M Buy
104,618
+18,625
+22% +$802K 0.98% 42
2013
Q2 		$3.79M Buy
+85,993
New +$3.95M 0.94% 42

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Richard C. Young & Co's SO Position: Q2 2026 in Review

Richard C. Young & Co increased its Southern Company (SO) stake by 0.23% in Q2 2026, buying an estimated $48.8K and bringing the position to 228,454 shares worth $21.9M. The position accounts for 1.61% of the portfolio, ranked #24.

Richard C. Young & Co first reported a position in SO in Q2 2013 and has held it in 34 quarters since. The position peaked at $22M in Q1 2026. 944 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Richard C. Young & Co held 228,454 shares of Southern Company worth $21.9M as of Q2 2026.
  • Richard C. Young & Co bought 518 Southern Company shares in Q2 2026, an estimated $48.8K.
  • Southern Company made up 1.61% of Richard C. Young & Co's portfolio in Q2 2026, its #24 holding.
  • Richard C. Young & Co first reported a position in Southern Company in Q2 2013 and has held it in 34 quarters since.
  • Richard C. Young & Co's Southern Company position peaked at $22M in Q1 2026.
  • 944 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.