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Your Advocates Ltd’s Southern Company SO Stock Holding History

Your Advocates Ltd’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 		$1.94K Hold
20
– – ﹤0.01% 176
2026
Q1 		$1.96K Hold
20
– – ﹤0.01% 179
2025
Q4 		$1.77K Hold
20
– – ﹤0.01% 184
2025
Q3 		$1.92K Hold
20
– – ﹤0.01% 172
2025
Q2 		$1.86K Sell
20
-20
-50% -$1.8K ﹤0.01% 159
2025
Q1 		$3.7K Sell
40
-285
-88% -$24.7K ﹤0.01% 147
2024
Q4 		$26.8K Sell
325
-175
-35% -$15.4K 0.01% 74
2024
Q3 		$45.1K Sell
500
-100
-17% -$8.54K 0.02% 58
2024
Q2 		$46.6K Sell
600
-50
-8% -$3.79K 0.02% 62
2024
Q1 		$46.7K Hold
650
– – 0.02% 60
2023
Q4 		$45.6K Hold
650
– – 0.02% 53
2023
Q3 		$42.1K Buy
+650
New +$45.1K 0.03% 57

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

Your Advocates Ltd's SO Position: Q2 2026 in Review

Your Advocates Ltd held its Southern Company (SO) position steady in Q2 2026 at 20 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #176.

Your Advocates Ltd first reported a position in SO in Q3 2023 and has held it in 12 quarters since. The position peaked at $46.7K in Q1 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Your Advocates Ltd held 20 shares of Southern Company worth $1.94K as of Q2 2026.
  • Your Advocates Ltd left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up ﹤0.01% of Your Advocates Ltd's portfolio in Q2 2026, its #176 holding.
  • Your Advocates Ltd first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
  • Your Advocates Ltd's Southern Company position peaked at $46.7K in Q1 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.