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Southern Company shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $242k 2.8k 87.21
2024-09-30 $12k 132 89.96

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
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Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

View all positions for Capital Performance Advisors

Top funds holding Southern Company

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Capital World Investors
Geode Capital Management
FMR
Capital Research and Management Company - Division 3
Massachusetts Financial Services
Lombard Odier Asset Management
Franklin Resources
Northern Trust
Royal Bank of Canada
Ameriprise Financial
Legal & General Group

View all funds holding Southern Company