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Southern Company shares owned by Birchcreek Wealth Management

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

Historical chart of Birchcreek Wealth Management investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Birchcreek Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $256k 2.8k 90.17
2024-06-30 $211k 2.7k 77.57
2020-12-31 $45k 740 60.81

More positions owned by Birchcreek Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Short Treas Bd (SHV)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Birchcreek Wealth Management

Top funds holding Southern Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
FMR
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
Legal & General Group
Ameriprise Financial

View all funds holding Southern Company