DJYG
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David J. Yvars Group’s Southern Company SO Stock Holding History

David J. Yvars Group’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$555K Sell
6,700
-130
-2% -$11.8K 0.26% 49
2026
Q2 		$654K Sell
6,830
-105
-2% -$9.89K 0.31% 47
2026
Q1 		$669K Sell
6,935
-98
-1% -$9.06K 0.37% 41
2025
Q4 		$613K Buy
7,033
+18
+0.3% +$1.64K 0.33% 39
2025
Q3 		$665K Sell
7,015
-222
-3% -$20.7K 0.36% 37
2025
Q2 		$665K Buy
7,237
+4
+0.1% +$359 0.39% 34
2025
Q1 		$665K Buy
7,233
+4
+0.1% +$346 0.52% 31
2024
Q4 		$595K Buy
7,229
+69
+1% +$6.05K 0.36% 38
2024
Q3 		$646K Buy
7,160
+4
+0.1% +$342 0.4% 40
2024
Q2 		$555K Buy
7,156
+4
+0.1% +$303 0.35% 39
2024
Q1 		$513K Buy
7,152
+5
+0.1% +$345 0.35% 40
2023
Q4 		$501K Buy
7,147
+4
+0.1% +$275 0.4% 34
2023
Q3 		$462K Buy
7,143
+5
+0.1% +$347 0.39% 37
2023
Q2 		$501K Buy
7,138
+4
+0.1% +$287 0.41% 38
2023
Q1 		$496K Buy
7,134
+105
+1% +$7.07K 0.45% 39
2022
Q4 		$502K Buy
7,029
+5
+0.1% +$334 0.63% 28
2022
Q3 		$478K Buy
7,024
+3
+0% +$227 0.53% 29
2022
Q2 		$513K Buy
7,021
+4
+0.1% +$294 0.7% 25
2022
Q1 		$509K Buy
7,017
+4
+0.1% +$271 0.35% 40
2021
Q4 		$481K Buy
7,013
+5
+0.1% +$319 0.3% 44
2021
Q3 		$433K Buy
7,008
+4
+0.1% +$258 0.25% 50
2021
Q2 		$424K Sell
7,004
-388
-5% -$24.8K 0.24% 56
2021
Q1 		$459K Sell
7,392
-891
-11% -$53.3K 0.29% 48
2020
Q4 		$509K Buy
+8,283
New +$498K 0.34% 40

Other funds holding SO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

David J. Yvars Group's SO Position: Q3 2026 in Review

David J. Yvars Group reduced its Southern Company (SO) stake by 1.9% in Q3 2026, selling an estimated $11.8K and leaving 6,700 shares worth $555K. The position accounts for 0.26% of the portfolio, ranked #49.

David J. Yvars Group first reported a position in SO in Q4 2020 and has held it in 24 quarters since. The position peaked at $669K in Q1 2026. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • David J. Yvars Group held 6,700 shares of Southern Company worth $555K as of Q3 2026.
  • David J. Yvars Group sold 130 Southern Company shares in Q3 2026, an estimated $11.8K.
  • Southern Company made up 0.26% of David J. Yvars Group's portfolio in Q3 2026, its #49 holding.
  • David J. Yvars Group first reported a position in Southern Company in Q4 2020 and has held it in 24 quarters since.
  • David J. Yvars Group's Southern Company position peaked at $669K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.