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YHB Investment Advisors’s Southern Company SO Stock Holding History

YHB 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 		$319K Hold
3,338
– – 0.02% 265
2026
Q1 		$322K Sell
3,338
-197
-6% -$18.2K 0.02% 252
2025
Q4 		$308K Sell
3,535
-4,439
-56% -$405K 0.02% 256
2025
Q3 		$756K Sell
7,974
-1,494
-16% -$139K 0.06% 185
2025
Q2 		$869K Buy
9,468
+196
+2% +$17.6K 0.07% 167
2025
Q1 		$853K Buy
9,272
+1,832
+25% +$159K 0.07% 158
2024
Q4 		$612K Buy
7,440
+4,709
+172% +$413K 0.05% 185
2024
Q3 		$246K Sell
2,731
-219
-7% -$18.7K 0.02% 255
2024
Q2 		$229K Buy
2,950
+76
+3% +$5.76K 0.02% 263
2024
Q1 		$206K Sell
2,874
-75
-3% -$5.18K 0.02% 266
2023
Q4 		$207K Sell
2,949
-163
-5% -$11.2K 0.02% 261
2023
Q3 		$201K Buy
3,112
+63
+2% +$4.37K 0.02% 264
2023
Q2 		$214K Hold
3,049
– – 0.02% 267
2023
Q1 		$212K Sell
3,049
-765
-20% -$51.5K 0.02% 273
2022
Q4 		$272K Sell
3,814
-400
-9% -$26.7K 0.03% 233
2022
Q3 		$287K Sell
4,214
-100
-2% -$7.58K 0.03% 225
2022
Q2 		$308K Hold
4,314
– – 0.03% 223
2022
Q1 		$313K Hold
4,314
– – 0.03% 236
2021
Q4 		$296K Buy
4,314
+296
+7% +$18.9K 0.02% 268
2021
Q3 		$249K Hold
4,018
– – 0.02% 274
2021
Q2 		$243K Hold
4,018
– – 0.02% 275
2021
Q1 		$261K Hold
4,018
– – 0.02% 261
2020
Q4 		$247K Buy
+4,018
New +$242K 0.02% 255
2020
Q3 		– Sell
-5,390
Closed -$279K – 270
2020
Q2 		$279K Sell
5,390
-990
-16% -$55K 0.04% 156
2020
Q1 		$345K Hold
6,380
– – 0.06% 132
2019
Q4 		$406K Hold
6,380
– – 0.06% 138
2019
Q3 		$394K Sell
6,380
-125
-2% -$7.25K 0.06% 139
2019
Q2 		$360K Hold
6,505
– – 0.06% 150
2019
Q1 		$336K Sell
6,505
-600
-8% -$29.4K 0.05% 154
2018
Q4 		$312K Sell
7,105
-100
-1% -$4.55K 0.06% 150
2018
Q3 		$314K Sell
7,205
-200
-3% -$9.22K 0.05% 156
2018
Q2 		$343K Sell
7,405
-95
-1% -$4.25K 0.06% 151
2018
Q1 		$335K Sell
7,500
-1,140
-13% -$50.6K 0.06% 150
2017
Q4 		$415K Hold
8,640
– – 0.07% 140
2017
Q3 		$425K Sell
8,640
-373
-4% -$18.1K 0.08% 137
2017
Q2 		$432K Sell
9,013
-105
-1% -$5.26K 0.07% 135
2017
Q1 		$454K Buy
9,118
+621
+7% +$30.7K 0.09% 131
2016
Q4 		$418K Hold
8,497
– – 0.09% 130
2016
Q3 		$436K Hold
8,497
– – 0.11% 121
2016
Q2 		$456K Sell
8,497
-790
-9% -$39.7K 0.1% 123
2016
Q1 		$480K Sell
9,287
-334
-3% -$16.3K 0.13% 112
2015
Q4 		$450K Buy
9,621
+187
+2% +$8.48K 0.1% 121
2015
Q3 		$422K Buy
9,434
+3,611
+62% +$158K 0.1% 126
2015
Q2 		$244K Sell
5,823
-315
-5% -$13.7K 0.05% 151
2015
Q1 		$272K Buy
6,138
+69
+1% +$3.28K 0.06% 145
2014
Q4 		$298K Buy
6,069
+172
+3% +$8.12K 0.07% 141
2014
Q3 		$257K Buy
5,897
+74
+1% +$3.25K 0.06% 138
2014
Q2 		$264K Hold
5,823
– – 0.06% 138
2014
Q1 		$256K Hold
5,823
– – 0.07% 140
2013
Q4 		$239K Hold
5,823
– – 0.06% 138
2013
Q3 		$240K Hold
5,823
– – 0.07% 135
2013
Q2 		$257K Buy
+5,823
New +$268K 0.08% 133

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YHB Investment Advisors's SO Position: Q2 2026 in Review

YHB Investment Advisors held its Southern Company (SO) position steady in Q2 2026 at 3,338 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #265.

YHB Investment Advisors first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $869K in Q2 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • YHB Investment Advisors held 3,338 shares of Southern Company worth $319K as of Q2 2026.
  • YHB Investment Advisors left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #265 holding.
  • YHB Investment Advisors first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • YHB Investment Advisors's Southern Company position peaked at $869K in Q2 2025.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.