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Southern shares owned by HB Wealth Management

Quarter-by-quarter ownership of Southern shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Southern

Tip: Access up to 7 years of quarterly data

All positions including Southern held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 20k 1.13
2025-06-30 $22k 20k 1.10
2025-03-31 $22k 20k 1.12
2024-12-31 $21k 20k 1.05
2024-09-30 $22k 20k 1.11
2024-06-30 $20k 20k 1.02

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Home Depot (HD)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Put Option (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding Southern

Hudson Bay Capital Management
Lazard Asset Management
Universal- Beteiligungs- und Servicegesellschaft mbH
Point72 Asset Management
Aequim Alternative Investments
Victory Capital Management
Susquehanna Advisors Group
Highbridge Capital Management
State Street Corporation
Royal Bank of Canada
SSI Investment Management
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Jpmorgan Chase & Co
Wellington Management Company
Capstone Investment Advisors

View all funds holding Southern