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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
Q3 		$26.4K Hold
319
– – 0.01% 228
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

YANKCOM Partnership's SO Position: Q3 2026 in Review

YANKCOM Partnership held its Southern Company (SO) position steady in Q3 2026 at 319 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #228.

YANKCOM Partnership first reported a position in SO in Q4 2024 and has held it in 8 quarters since. The position peaked at $30.8K in Q1 2026. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • YANKCOM Partnership held 319 shares of Southern Company worth $26.4K as of Q3 2026.
  • YANKCOM Partnership left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up 0.01% of YANKCOM Partnership's portfolio in Q3 2026, its #228 holding.
  • YANKCOM Partnership first reported a position in Southern Company in Q4 2024 and has held it in 8 quarters since.
  • YANKCOM Partnership's Southern Company position peaked at $30.8K in Q1 2026.
  • 1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.