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Richard Young Associates’s Southern Company SO Stock Holding History

Richard Young Associates’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 		$317K Buy
3,311
+10
+0.3% +$941 0.21% 23
2026
Q1 		$319K Buy
3,301
+9
+0.3% +$833 0.24% 20
2025
Q4 		$287K Buy
+3,292
New +$301K 0.22% 19

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Richard Young Associates's SO Position: Q2 2026 in Review

Richard Young Associates increased its Southern Company (SO) stake by 0.3% in Q2 2026, buying an estimated $941 and bringing the position to 3,311 shares worth $317K. The position accounts for 0.21% of the portfolio, ranked #23.

Richard Young Associates first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $319K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Richard Young Associates held 3,311 shares of Southern Company worth $317K as of Q2 2026.
  • Richard Young Associates bought 10 Southern Company shares in Q2 2026, an estimated $941.
  • Southern Company made up 0.21% of Richard Young Associates's portfolio in Q2 2026, its #23 holding.
  • Richard Young Associates first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Richard Young Associates's Southern Company position peaked at $319K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Richard Young Associates's 13F filing for Q2 2026, filed 27 Jul 2026.