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Southern Company shares owned by BXM Wealth

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

Historical chart of BXM Wealth investment in Southern Company

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

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Quarterly reported holdings in Southern Company by BXM Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $217k 2.3k 96.52
2025-09-30 $213k 2.3k 94.77
2025-06-30 $207k 2.3k 91.83
2025-03-31 $207k 2.3k 91.95

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Top funds holding Southern Company

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Capital World Investors
Geode Capital Management
Vanguard Portfolio Management
FMR
Franklin Resources
Massachusetts Financial Services
Morgan Stanley
Northern Trust
Ameriprise Financial
Royal Bank of Canada
Bank of America Corporation

View all funds holding Southern Company