Richard Young Associates »

Southern Company shares owned by Richard Young Associates

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Richard Young Associates from 13F filings

Historical chart of Richard Young Associates investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Richard Young Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Southern Company by Richard Young Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $319k 3.3k 96.52

More positions owned by Richard Young Associates

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Coca-Cola Company (KO)
Tesla Motors (TSLA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Carter Bankshares Com New (CARE)
Meta Platforms Cl A (META)
At&t (T)
Exxon Mobil Corporation (XOM)

View all positions for Richard Young Associates

Top funds holding Southern Company

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Capital World Investors
Geode Capital Management
Vanguard Portfolio Management
FMR
Franklin Resources
Massachusetts Financial Services
Morgan Stanley
Northern Trust
Ameriprise Financial
Royal Bank of Canada
Bank of America Corporation

View all funds holding Southern Company