Yeomans Consulting Group’s Southern Company SO Stock Holding History

Yeomans Consulting 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
2025 Q4	$634K	Sell	7,265 -394	-5%	-$36K	0.19%	53
2025 Q3	$726K	Sell	7,659 -1,094	-12%	-$102K	0.25%	41
2025 Q2	$808K	Sell	8,753 -455	-5%	-$40.9K	0.33%	41
2025 Q1	$847K	Sell	9,208 -5,658	-38%	-$490K	0.33%	33
2024 Q4	$1.22M	Sell	14,866 -3,476	-19%	-$305K	0.46%	31
2024 Q3	$1.65M	Buy	18,342 +326	+2%	+$27.8K	0.62%	27
2024 Q2	$1.4M	Buy	18,016 +10,473	+139%	+$794K	0.54%	30
2024 Q1	$541K	Buy	7,543 +486	+7%	+$33.5K	0.24%	43
2023 Q4	$495K	Buy	+7,057	New	+$485K	0.25%	39

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Yeomans Consulting Group's SO Position: Q4 2025 in Review

Yeomans Consulting Group reduced its Southern Company (SO) stake by 5.1% in Q4 2025, selling an estimated $36K and leaving 7,265 shares worth $634K. The position accounts for 0.19% of the portfolio, ranked #53.

Yeomans Consulting Group first reported a position in SO in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.65M in Q3 2024. 2,262 funds tracked by Wall St. Rank hold SO as of Q4 2025.

Yeomans Consulting Group held 7,265 shares of Southern Company worth $634K as of Q4 2025.
Yeomans Consulting Group sold 394 Southern Company shares in Q4 2025, an estimated $36K.
Southern Company made up 0.19% of Yeomans Consulting Group's portfolio in Q4 2025, its #53 holding.
Yeomans Consulting Group first reported a position in Southern Company in Q4 2023 and has held it in 9 quarters since.
Yeomans Consulting Group's Southern Company position peaked at $1.65M in Q3 2024.
2,262 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.