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Southern Company shares owned by Brass Tax Wealth Management

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

Historical chart of Brass Tax Wealth Management investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $314k 3.3k 94.76
2025-06-30 $357k 3.9k 91.82
2025-03-31 $324k 3.5k 91.95
2024-12-31 $278k 3.4k 82.33
2024-09-30 $303k 3.4k 90.17
2024-06-30 $297k 3.8k 77.57

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View all positions for Brass Tax Wealth Management

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