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Southern shares owned by Stephens

Quarter-by-quarter ownership of Southern shares owned by Stephens from 13F filings

Historical chart of Stephens investment in Southern

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern by Stephens

Quarter filed Position value Share count Share price at filing
2025-12-31 $58k 54k 1.07
2025-09-30 $60k 54k 1.11

More positions owned by Stephens

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wal-Mart Stores (WMT)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus Mdcp Val Etf (IWS)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Stephens

Top funds holding Southern

Advent Capital Management
Universal- Beteiligungs- und Servicegesellschaft mbH
Jpmorgan Chase & Co
Angelo, Gordon & Co
Two Sigma Investments
Aequim Alternative Investments
Zazove Associates
Schroder Investment Management Group
BlackRock
Ameriprise Financial
LMR Partners
PenderFund Capital Management
Susquehanna Advisors Group
Whitebox Advisors
State Street Corporation

View all funds holding Southern