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Southern Company shares owned by Archetype Wealth Partners

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Archetype Wealth Partners from 13F filings

Historical chart of Archetype Wealth Partners investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Archetype Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $664k 7.0k 94.78
2025-06-30 $417k 4.5k 91.73
2025-03-31 $391k 4.3k 91.89
2024-12-31 $227k 2.8k 82.40

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Gold Shares Etf (GLD)
Ishares Gold Trust Etf (IAU)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Utilities Select Sector Spdr Fund Etf (XLU)

View all positions for Archetype Wealth Partners

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