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Y.D. More Investments’s Southern Company SO Stock Holding History

Y.D. More Investments’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 		$778 Buy
2,420
+442
+22% +$41.6K ﹤0.01% 448
2026
Q1 		$603 Buy
1,978
+303
+18% +$28K ﹤0.01% 423
2025
Q4 		$458 Buy
1,675
+1,476
+742% +$135K ﹤0.01% 425
2025
Q3 		$57 Buy
199
+58
+41% +$5.42K ﹤0.01% 446
2025
Q2 		$38 Sell
141
-282
-67% -$25.3K ﹤0.01% 440
2025
Q1 		$100 Buy
423
+29
+7% +$2.51K ﹤0.01% 441
2024
Q4 		$89 Buy
394
+82
+26% +$7.19K ﹤0.01% 430
2024
Q3 		$65 Buy
312
+28
+10% +$2.39K ﹤0.01% 408
2024
Q2 		$59 Buy
+284
New +$21.5K ﹤0.01% 416

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

Y.D. More Investments's SO Position: Q2 2026 in Review

Y.D. More Investments increased its Southern Company (SO) stake by 22% in Q2 2026, buying an estimated $41.6K and bringing the position to 2,420 shares worth $778. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Y.D. More Investments first reported a position in SO in Q2 2024 and has held it in 9 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Y.D. More Investments held 2,420 shares of Southern Company worth $778 as of Q2 2026.
  • Y.D. More Investments bought 442 Southern Company shares in Q2 2026, an estimated $41.6K.
  • Southern Company made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #448 holding.
  • Y.D. More Investments first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.