Approach Retirement Advisors »

Southern Company shares owned by Approach Retirement Advisors

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

Historical chart of Approach Retirement Advisors investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Approach Retirement 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 Approach Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $466k 5.3k 87.19

More positions owned by Approach Retirement Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
AFLAC Incorporated (AFL)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Avantis Core Fi (AVIG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)

View all positions for Approach Retirement Advisors

Top funds holding Southern Company

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

View all funds holding Southern Company