David J Yvars Group

Position in SO — Southern Co

CIK 1836266 UNIVERSITY PARK, FL

Position in SO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$653,699

-$15,667 QoQ

Shares Held

6,830

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#1,249

of 2,360 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

David J Yvars Group holds $2,212,109 across 4 Utilities - Regulated Electric names. SO ranks #2 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	7,852	$868,666
2	SO	Southern Co This page	6,830	$653,699
3	AEP	American Electric Power Co Inc	3,336	$456,398
4	D	Dominion Energy, Inc	3,417	$233,346

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$653,699	6,830	-1.5%	Shares	Sole	2026-07-07
2026-03-31	$669,366	6,935	-1.4%	Shares	Sole	2026-04-08
2025-12-31	$613,277	7,033	+0.3%	Shares	Sole	2026-01-12
2025-09-30	$664,811	7,015	-3.1%	Shares	Sole	2025-10-27
2025-06-30	$664,573	7,237	+0.1%	Shares	Sole	2025-07-09
2025-03-31	$665,074	7,233	+0.1%	Shares	Sole	2025-04-17
2024-12-31	$595,091	7,229	+1.0%	Shares	Sole	2025-01-14
2024-09-30	$645,688	7,160	+0.1%	Shares	Sole	2024-10-31
2024-06-30	$555,090	7,156	+0.1%	Shares	Sole	2024-07-23
2024-03-31	$513,084	7,152	+0.1%	Shares	Sole	2024-04-11
2023-12-31	$501,147	7,147	+0.1%	Shares	Sole	2024-01-10
2023-09-30	$462,294	7,143	+0.1%	Shares	Sole	2023-10-16
2023-06-30	$501,444	7,138	+0.1%	Shares	Sole	2023-07-11
2023-03-31	$496,383	7,134	+1.5%	Shares	Sole	2023-04-20
2022-12-31	$501,940	7,029	+0.1%	Shares	Sole	2023-01-18
2022-09-30	$477,632	7,024	+0.0%	Shares	Sole	2022-10-26
2022-06-30	$500,667	7,021	+0.1%	Shares	Sole	2022-07-15
2022-03-31	$508,802	7,017	+0.1%	Shares	Sole	2022-04-21
2021-12-31	$480,951	7,013	+0.1%	Shares	Sole	2022-01-24
2021-09-30	$434,285	7,008	+0.1%	Shares	Sole	2021-10-18
2021-06-30	$423,812	7,004	-5.2%	Shares	Sole	2021-07-21
2021-03-31	$459,486	7,392	-10.8%	Shares	Sole	2021-04-19
2020-12-31	$508,824	8,283	—	Shares	Sole	2021-01-20
No filing history on record for this holder in this stock.