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Southern Company shares owned by Caliber Wealth Management, Llc / Ks

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Caliber Wealth Management, Llc / Ks from 13F filings

Historical chart of Caliber Wealth Management, Llc / Ks investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Caliber Wealth Management, Llc / Ks consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Caliber Wealth Management, Llc / Ks

Quarter filed Position value Share count Share price at filing
2026-06-30 $259k 2.7k 95.71
2025-09-30 $283k 3.0k 94.77
2025-06-30 $426k 4.6k 91.83

More positions owned by Caliber Wealth Management, Llc / Ks

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core Msci Eafe (IEFA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Select Sector Spdr Tr St Str Techn Etf (XLK)

View all positions for Caliber Wealth Management, Llc / Ks

Top funds holding Southern Company

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Geode Capital Management
Vanguard Portfolio Management
FMR
Franklin Resources
Goldman Sachs Group
Norges Bank Investment Management
Massachusetts Financial Services
Morgan Stanley
Northern Trust

View all funds holding Southern Company