Richard C. Young & CO., LTD.

Position in SO — Southern Co

CIK 1387304 NEWPORT, RI

Position in SO

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$22,000,382

+$2,243,653 QoQ

Shares Held

227,936

+0.6% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

1.95%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

Richard C. Young & CO., LTD. holds $47,280,203 across 5 Utilities - Regulated Electric names. SO ranks #1 (46.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	227,936	$22,000,382
2	NEE	Nextera Energy Inc	108,430	$10,070,978
3	FTS	Fortis Inc.	131,328	$7,326,789
4	DUK	Duke Energy CORP	47,405	$6,207,210
5	WEC	Wec Energy Group, Inc.	14,467	$1,674,844

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,000,382	227,936	+0.6%	Shares	Sole	2026-05-07
2025-12-31	$19,756,729	226,568	+1.2%	Shares	Sole	2026-01-29
2025-09-30	$21,226,110	223,975	-0.5%	Shares	Sole	2025-11-12
2025-06-30	$20,676,901	225,165	+0.9%	Shares	Sole	2025-08-07
2025-03-31	$20,509,447	223,050	+0.4%	Shares	Sole	2025-05-02
2024-12-31	$18,287,305	222,149	+0.3%	Shares	Sole	2025-01-28
2024-09-30	$19,979,108	221,547	+1.6%	Shares	Sole	2024-11-07
2024-06-30	$16,917,163	218,089	+2.1%	Shares	Sole	2024-08-08
2024-03-31	$15,331,340	213,707	-1.0%	Shares	Sole	2024-05-08
2023-12-31	$15,131,685	215,797	+1.8%	Shares	Sole	2024-02-12
2023-09-30	$13,715,850	211,926	+0.7%	Shares	Sole	2023-11-13
2023-06-30	$14,789,943	210,533	+1.7%	Shares	Sole	2023-08-08
2023-03-31	$14,399,233	206,945	+0.2%	Shares	Sole	2023-05-12
2022-12-31	$14,741,523	206,435	-0.6%	Shares	Sole	2023-02-10
2022-09-30	$14,119,112	207,634	-0.1%	Shares	Sole	2022-11-10
2022-06-30	$14,819,644	207,820	+1.6%	Shares	Sole	2022-08-03
2022-03-31	$14,833,805	204,576	+0.6%	Shares	Sole	2022-05-06
2021-12-31	$13,950,132	203,414	+3.8%	Shares	Sole	2022-02-11
2021-09-30	$12,138,497	195,877	+3.1%	Shares	Sole	2021-11-10
2021-06-30	$11,499,864	190,049	+3.3%	Shares	Sole	2021-08-11
2021-03-31	$11,438,621	184,019	+5.8%	Shares	Sole	2021-05-13
2020-12-31	$10,684,151	173,924	+3.5%	Shares	Sole	2021-02-12
2020-09-30	$9,113,731	168,088	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.