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Southern Company shares owned by Ballast Advisors

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

Historical chart of Ballast Advisors investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $68k 702 96.52
2020-03-31 $52k 958 54.28

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View all positions for Ballast Advisors

Top funds holding Southern Company

BlackRock
Vanguard Capital Management
State Street Corporation
Capital World Investors
Geode Capital Management
Vanguard Portfolio Management
FMR
Franklin Resources
Massachusetts Financial Services
Morgan Stanley
Northern Trust
Ameriprise Financial
Royal Bank of Canada
Bank of America Corporation
Legal & General Group

View all funds holding Southern Company