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Southern Company shares owned by Fee-Only Financial Planning, L.C.

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Fee-Only Financial Planning, L.C. from 13F filings

Historical chart of Fee-Only Financial Planning, L.C. investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Fee-Only Financial Planning, L.C. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Fee-Only Financial Planning, L.C.

Quarter filed Position value Share count Share price at filing
2024-03-31 $441k 6.2k 71.74
2023-12-31 $431k 6.2k 70.12
2023-09-30 $398k 6.2k 64.72
2023-06-30 $432k 6.2k 70.25
2023-03-31 $428k 6.2k 69.58
2022-12-31 $439k 6.2k 71.41

More positions owned by Fee-Only Financial Planning, L.C.

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Bank of America Corporation (BAC)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Fee-Only Financial Planning, L.C.

Top funds holding Southern Company

Vanguard Group
BlackRock
FMR
Jpmorgan Chase & Co
Massachusetts Financial Services
T. Rowe Price Associates
Geode Capital Management
Franklin Resources
Morgan Stanley
Legal & General Group
Northern Trust
Ameriprise Financial
Nuveen Asset Management
Bank of America Corporation
Bank of New York Mellon

View all funds holding Southern Company