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Yousif Capital Management’s Southern Company SO Stock Holding History

Yousif Capital Management’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 		$12.8M Sell
133,258
-6,889
-5% -$649K 0.14% 118
2026
Q1 		$13.5M Sell
140,147
-3,097
-2% -$286K 0.16% 111
2025
Q4 		$12.7M Sell
143,244
-6,010
-4% -$549K 0.14% 124
2025
Q3 		$14.1M Sell
149,254
-9,934
-6% -$927K 0.15% 120
2025
Q2 		$14.6M Sell
159,188
-269
-0.2% -$24.2K 0.16% 122
2025
Q1 		$14.7M Sell
159,457
-1,668
-1% -$144K 0.17% 113
2024
Q4 		$13.3M Sell
161,125
-2,867
-2% -$252K 0.15% 119
2024
Q3 		$14.8M Sell
163,992
-2,457
-1% -$210K 0.16% 111
2024
Q2 		$12.9M Sell
166,449
-2,043
-1% -$155K 0.15% 121
2024
Q1 		$12.1M Sell
168,492
-3,222
-2% -$222K 0.13% 137
2023
Q4 		$12M Sell
171,714
-7,581
-4% -$521K 0.14% 137
2023
Q3 		$11.6M Sell
179,295
-5,460
-3% -$379K 0.15% 130
2023
Q2 		$13M Buy
184,755
+1,357
+0.7% +$97.3K 0.16% 119
2023
Q1 		$12.8M Sell
183,398
-11,517
-6% -$775K 0.17% 116
2022
Q4 		$13.9M Buy
194,915
+7,536
+4% +$504K 0.18% 106
2022
Q3 		$12.7M Sell
187,379
-1,417
-0.8% -$107K 0.18% 95
2022
Q2 		$13.5M Sell
188,796
-7,890
-4% -$579K 0.18% 96
2022
Q1 		$14.3M Buy
196,686
+1,689
+0.9% +$114K 0.15% 109
2021
Q4 		$13.4M Buy
+194,997
New +$12.4M 0.14% 127

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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Yousif Capital Management's SO Position: Q2 2026 in Review

Yousif Capital Management reduced its Southern Company (SO) stake by 4.9% in Q2 2026, selling an estimated $649K and leaving 133,258 shares worth $12.8M. The position accounts for 0.14% of the portfolio, ranked #118.

Yousif Capital Management first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.8M in Q3 2024. 560 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Yousif Capital Management held 133,258 shares of Southern Company worth $12.8M as of Q2 2026.
  • Yousif Capital Management sold 6,889 Southern Company shares in Q2 2026, an estimated $649K.
  • Southern Company made up 0.14% of Yousif Capital Management's portfolio in Q2 2026, its #118 holding.
  • Yousif Capital Management first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Southern Company position peaked at $14.8M in Q3 2024.
  • 560 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.