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Southern Company shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $807k 12k 70.12
2023-09-30 $766k 12k 64.72
2023-06-30 $835k 12k 70.25
2023-03-31 $837k 12k 69.58
2022-12-31 $813k 11k 71.41

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding Southern Company

Vanguard Group
T. Rowe Price Associates
Massachusetts Financial Services
Jpmorgan Chase & Co
Franklin Resources
Legal & General Group
Norges Bank Investment Management
Bank of America Corporation
Bank of New York Mellon
CalPERS
Federated Investors
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
Mitsubishi UFJ Trust & Banking Corp

View all funds holding Southern Company