Clean Yield Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $91.2K | Buy |
1,100
+1,000
| +1,000% | +$91.1K | 0.02% | 208 |
|
|
2026
Q2 | $9.6K | Hold |
100
| – | – | ﹤0.01% | 318 |
|
|
2026
Q1 | $9.7K | Hold |
100
| – | – | ﹤0.01% | 303 |
|
|
2025
Q4 | $8.72K | Hold |
100
| – | – | ﹤0.01% | 326 |
|
|
2025
Q3 | $9.48K | Hold |
100
| – | – | ﹤0.01% | 318 |
|
|
2025
Q2 | $9.18K | Hold |
100
| – | – | ﹤0.01% | 304 |
|
|
2025
Q1 | $9.2K | Sell |
100
-75
| -43% | -$6.49K | ﹤0.01% | 317 |
|
|
2024
Q4 | $14.4K | Hold |
175
| – | – | ﹤0.01% | 307 |
|
|
2024
Q3 | $15.8K | Sell |
175
-75
| -30% | -$6.41K | 0.01% | 305 |
|
|
2024
Q2 | $19.4K | Hold |
250
| – | – | 0.01% | 285 |
|
|
2024
Q1 | $17.9K | Hold |
250
| – | – | 0.01% | 290 |
|
|
2023
Q4 | $17.5K | Hold |
250
| – | – | 0.01% | 289 |
|
|
2023
Q3 | $16.8K | Hold |
250
| – | – | 0.01% | 294 |
|
|
2023
Q2 | $17.6K | Hold |
250
| – | – | 0.01% | 299 |
|
|
2023
Q1 | $17.4K | Hold |
250
| – | – | 0.01% | 295 |
|
|
2022
Q4 | $17.9K | Hold |
250
| – | – | 0.01% | 299 |
|
|
2022
Q3 | $17K | Hold |
250
| – | – | 0.01% | 294 |
|
|
2022
Q2 | $18K | Hold |
250
| – | – | 0.01% | 298 |
|
|
2022
Q1 | $18K | Hold |
250
| – | – | 0.01% | 318 |
|
|
2021
Q4 | $17K | Hold |
250
| – | – | 0.01% | 338 |
|
|
2021
Q3 | $15K | Hold |
250
| – | – | ﹤0.01% | 344 |
|
|
2021
Q2 | $15K | Buy |
+250
| New | +$16K | 0.01% | 338 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$6K | – | 337 |
|
|
2020
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 384 |
|
|
2020
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 337 |
|
|
2020
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 320 |
|
|
2020
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 343 |
|
|
2019
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 322 |
|
|
2019
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 317 |
|
|
2019
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 310 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 279 |
|
|
2018
Q4 | $4K | Buy |
+100
| New | +$4.55K | ﹤0.01% | 280 |
|
|
2017
Q2 | – | Sell |
-415
| Closed | -$21K | – | 251 |
|
|
2017
Q1 | $21K | Buy |
+415
| New | +$20.5K | 0.01% | 250 |
|
|
2016
Q4 | – | Sell |
-415
| Closed | -$21K | – | 259 |
|
|
2016
Q3 | $21K | Hold |
415
| – | – | 0.01% | 254 |
|
|
2016
Q2 | $22K | Hold |
415
| – | – | 0.01% | 226 |
|
|
2016
Q1 | $21K | Buy |
+415
| New | +$20.2K | 0.01% | 229 |
|
|
2015
Q2 | – | Sell |
-565
| Closed | -$25K | – | 264 |
|
|
2015
Q1 | $25K | Buy |
+565
| New | +$26.8K | 0.01% | 242 |
|
Other funds holding SO
Clean Yield Group's SO Position: Q3 2026 in Review
Clean Yield Group increased its Southern Company (SO) stake by 1,000% in Q3 2026, buying an estimated $91.1K and bringing the position to 1,100 shares worth $91.2K. The position accounts for 0.02% of the portfolio, ranked #208.
Clean Yield Group first reported a position in SO in Q1 2015 and has held it in 36 quarters since. 979 funds tracked by Wall St. Rank hold SO as of Q3 2026.
- Clean Yield Group held 1,100 shares of Southern Company worth $91.2K as of Q3 2026.
- Clean Yield Group bought 1,000 Southern Company shares in Q3 2026, an estimated $91.1K.
- Southern Company made up 0.02% of Clean Yield Group's portfolio in Q3 2026, its #208 holding.
- Clean Yield Group first reported a position in Southern Company in Q1 2015 and has held it in 36 quarters since.
- 979 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.
Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.