Richard C. Young & CO., LTD.

SEC CIK: 0001387304
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Richard C. Young & CO., LTD., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overview All 13F holders of SO Full Q2 2026 holdings

Shares (Q2 2026): 228,454
Value: $21.9M
% of portfolio: 1.6%
Quarters held: 22; Since Q1 2021

Holdings of SO by Richard C. Young & CO., LTD., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	228,454	$21.9M	1.6%	+518+0.2%	Added	Holders
Q1 2026	227,936	$22.0M	1.8%	+1,368+0.6%	Added	Holders
Q4 2025	226,568	$19.8M	1.8%	+2,593+1.2%	Added	Holders
Q3 2025	223,975	$21.2M	2.0%	−1,190−0.5%	Reduced	Holders
Q2 2025	225,165	$20.7M	2.0%	+2,115+0.9%	Added	Holders
Q1 2025	223,050	$20.5M	2.2%	+901+0.4%	Added	Holders
Q4 2024	222,149	$18.3M	2.0%	+602+0.3%	Added	Holders
Q3 2024	221,547	$20.0M	2.2%	+3,458+1.6%	Added	Holders
Q2 2024	218,089	$16.9M	2.1%	+4,382+2.1%	Added	Holders
Q1 2024	213,707	$15.3M	1.9%	−2,090−1.0%	Reduced	Holders
Q4 2023	215,797	$15.1M	2.0%	+3,871+1.8%	Added	Holders
Q3 2023	211,926	$13.7M	2.0%	+1,393+0.7%	Added	Holders
Q2 2023	210,533	$14.8M	2.0%	+3,588+1.7%	Added	Holders
Q1 2023	206,945	$14.4M	2.0%	+510+0.2%	Added	Holders
Q4 2022	206,435	$14.7M	2.0%	−1,199−0.6%	Reduced	Holders
Q3 2022	207,634	$14.1M	2.2%	−186−0.1%	Reduced	Holders
Q2 2022	207,820	$14.8M	1.9%	+3,244+1.6%	Added	Holders
Q1 2022	204,576	$14.8M	1.9%	+1,162+0.6%	Added	Holders
Q4 2021	203,414	$13.9M	1.8%	+7,537+3.8%	Added	Holders
Q3 2021	195,877	$12.1M	1.7%	+5,828+3.1%	Added	Holders
Q2 2021	190,049	$11.5M	1.5%	+6,030+3.3%	Added	Holders
Q1 2021	184,019	$11.4M	1.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.