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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

David J. Yvars Group's SO Position: Q2 2026 in Review

David J. Yvars Group reduced its Southern Company (SO) stake by 1.5% in Q2 2026, selling an estimated $9.89K and leaving 6,830 shares worth $654K. The position accounts for 0.31% of the portfolio, ranked #47.

David J. Yvars Group first reported a position in SO in Q4 2020 and has held it in 23 quarters since. The position peaked at $669K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • David J. Yvars Group held 6,830 shares of Southern Company worth $654K as of Q2 2026.
  • David J. Yvars Group sold 105 Southern Company shares in Q2 2026, an estimated $9.89K.
  • Southern Company made up 0.31% of David J. Yvars Group's portfolio in Q2 2026, its #47 holding.
  • David J. Yvars Group first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • David J. Yvars Group's Southern Company position peaked at $669K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.