Bravera Wealth »

Southern Company shares owned by Bravera Wealth

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

Historical chart of Bravera Wealth investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Southern Company by Bravera Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $58k 600 96.52
2025-12-31 $52k 600 87.20

More positions owned by Bravera Wealth

Vanguard 500 Index ETF S&p 500 Etf Shs (VOO)
Schwab U.S. Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
Vanguard Value Index ETF Value Etf (VTV)
Fidelity Enhanced International ETF Enhanced Intl (FENI)
Fidelity SMID Multifactor ETF Sml Mid Mltfct (FSMD)
First Trust SMID Cap Rising Dividend Achievers ETF Smid Risng Etf (SDVY)
Avantis U.S. Small Cap Value ETF Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
First Trust Rising Dividend Achievers ETF Risng Divd Achiv (RDVY)
Schwab Fundamental U.S. Large Company ETF Fundamental Us L (FNDX)
Capital Group Dividend Value ETF Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Vanguard Developed Markets Index FTSE ETF Van Ftse Dev Mkt (VEA)
Global X Adaptive U.S. Factor ETF Adaptive Us (AUSF)
SPDR S&P Dividend ETF State Street Spd (SDY)

View all positions for Bravera Wealth

Top funds holding Southern Company

Vanguard Group
BlackRock
State Street Corporation
Belvedere Trading
Capital World Investors
Geode Capital Management
FMR
Massachusetts Financial Services
Franklin Resources
Norges Bank Investment Management
Capital Research and Management Company - Division 3
Northern Trust
Ameriprise Financial
Legal & General Group
Bank of New York Mellon

View all funds holding Southern Company