Alera Investment Advisors »

Southern Company shares owned by Alera Investment Advisors

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

Historical chart of Alera Investment Advisors investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Southern Company by Alera Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $260k 2.9k 90.18
2024-06-30 $217k 2.8k 77.57
2019-03-31 $71k 1.4k 51.90

More positions owned by Alera Investment Advisors

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Technology Etf Etf (IYW)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Alera Investment Advisors

Top funds holding Southern Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
FMR
Capital Research and Management Company - Division 3
Geode Capital Management
Massachusetts Financial Services
T. Rowe Price Associates
GQG Partners
Franklin Resources
Morgan Stanley
Northern Trust
Norges Bank Investment Management
Ameriprise Financial

View all funds holding Southern Company