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Southern Company shares owned by Advance Capital Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Advance Capital Management from 13F filings

Historical chart of Advance Capital Management investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Advance Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Advance Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $249k 2.6k 94.78
2025-06-30 $207k 2.3k 91.85
2025-03-31 $229k 2.5k 91.96
2024-12-31 $206k 2.5k 82.34
2024-09-30 $210k 2.3k 90.20

More positions owned by Advance Capital Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Balanced SHS (CGBL)
Capital Group Dividend Growe Shs Etf (CGDG)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Pimco Etf Tr Multisector Bd (PYLD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Rbb Fund Trust First Eagle Gbl (FEGE)
Ssga Active Tr Spdr Blackstone (HYBL)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)

View all positions for Advance Capital Management

Top funds holding Southern Company

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Capital World Investors
Geode Capital Management
FMR
Massachusetts Financial Services
Capital Research and Management Company - Division 3
Lombard Odier Asset Management
Franklin Resources
Morgan Stanley
Northern Trust
Royal Bank of Canada
Ameriprise Financial

View all funds holding Southern Company