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YANKCOM Partnership’s Southern Company SO Stock Holding History

YANKCOM Partnership’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 		$30.5K Hold
319
– – 0.01% 210
2026
Q1 		$30.8K Hold
319
– – 0.01% 209
2025
Q4 		$27.8K Hold
319
– – 0.01% 220
2025
Q3 		$30.2K Hold
319
– – 0.01% 200
2025
Q2 		$29.3K Hold
319
– – 0.01% 197
2025
Q1 		$29.3K Hold
319
– – 0.02% 195
2024
Q4 		$26.3K Buy
+319
New +$28K 0.01% 198

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

YANKCOM Partnership's SO Position: Q2 2026 in Review

YANKCOM Partnership held its Southern Company (SO) position steady in Q2 2026 at 319 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #210.

YANKCOM Partnership first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $30.8K in Q1 2026. 1,501 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • YANKCOM Partnership held 319 shares of Southern Company worth $30.5K as of Q2 2026.
  • YANKCOM Partnership left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.01% of YANKCOM Partnership's portfolio in Q2 2026, its #210 holding.
  • YANKCOM Partnership first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • YANKCOM Partnership's Southern Company position peaked at $30.8K in Q1 2026.
  • 1,501 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.