Asset Planning Corporation »

Southern Company shares owned by Asset Planning Corporation

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Asset Planning Corporation from 13F filings

Historical chart of Asset Planning Corporation investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Asset Planning Corporation 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 Asset Planning Corporation

Quarter filed Position value Share count Share price at filing
2024-09-30 $667k 7.4k 90.18
2024-06-30 $574k 7.4k 77.57

More positions owned by Asset Planning Corporation

Dimensional Etf Trust Core Fixed Incom (DFCF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard World Health Car Etf (VHT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Asset Planning Corporation

Top funds holding Southern Company

BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Massachusetts Financial Services
Geode Capital Management
T. Rowe Price Associates
GQG Partners
Mizuho Securities USA
Franklin Resources
Northern Trust
Bank of America Corporation
Royal Bank of Canada
Bank of New York Mellon
Charles Schwab Investment Management
CalPERS

View all funds holding Southern Company