Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$316,895
-$1,717 QoQ
Shares Held
3,311
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
#1,686
of 2,360 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Richard Young Associates, Ltd. holds $316,895 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
3,311 | $316,895 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,895 | 3,311 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $318,612 | 3,301 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $287,062 | 3,292 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||