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Southern Company shares owned by Black Diamond Financial

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Black Diamond Financial from 13F filings

Historical chart of Black Diamond Financial investment in Southern Company

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All positions including Southern Company held by Black Diamond Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Black Diamond Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 2.3k 94.77
2022-06-30 $322k 4.5k 71.38
2022-03-31 $327k 4.5k 72.49

More positions owned by Black Diamond Financial

Vanguard World Mega Cap Val Etf (MGV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust Portfli Intrmdit (SPTI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Ishares Tr National Mun Etf (MUB)

View all positions for Black Diamond Financial

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