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Southern Company shares owned by Bernicke & Associates

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Bernicke & Associates from 13F filings

Historical chart of Bernicke & Associates investment in Southern Company

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All positions including Southern Company held by Bernicke & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Bernicke & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $221k 2.3k 95.71
2026-03-31 $223k 2.3k 96.52

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Top funds holding Southern Company

BlackRock
Vanguard Capital Management
State Street Corporation
Capital World Investors
T. Rowe Price Associates
Jpmorgan Chase & Co
Geode Capital Management
Vanguard Portfolio Management
FMR
Franklin Resources
Goldman Sachs Group
Norges Bank Investment Management
Massachusetts Financial Services
Morgan Stanley
Northern Trust

View all funds holding Southern Company