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Southern shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Southern shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Southern

Tip: Access up to 7 years of quarterly data

All positions including Southern held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $72k 64k 1.13
2025-06-30 $91k 82k 1.11
2025-03-31 $91k 82k 1.11
2024-12-31 $60k 57k 1.05

More positions owned by Steward Partners Investment Advisory

NVIDIA Corporation (NVDA)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Steward Partners Investment Advisory

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