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Southern Company shares owned by Values First Advisors

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Values First Advisors from 13F filings

Historical chart of Values First Advisors investment in Southern Company

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All positions including Southern Company held by Values First Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Values First Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $244k 3.4k 71.74

More positions owned by Values First Advisors

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ensign (ENSG)
Monolithic Power Systems (MPWR)
Vaalco Energy Com New (EGY)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Cintas Corporation (CTAS)
Amphenol Corp Cl A (APH)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Synovus Finl Corp Com New (SNV)
National Retail Properties (NNN)

View all positions for Values First Advisors

Top funds holding Southern Company

Vanguard Group
T. Rowe Price Associates
Massachusetts Financial Services
Jpmorgan Chase & Co
Franklin Resources
Legal & General Group
Norges Bank Investment Management
Bank of America Corporation
Bank of New York Mellon
CalPERS
Federated Investors
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
Mitsubishi UFJ Trust & Banking Corp

View all funds holding Southern Company