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Southern Company shares owned by Chatterton & Associates

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Chatterton & Associates from 13F filings

Historical chart of Chatterton & Associates investment in Southern Company

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All positions including Southern Company held by Chatterton & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Chatterton & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $202k 2.1k 97.59

More positions owned by Chatterton & Associates

Spdr Ser Tr Portfolio S&p500 (SPYM)
Ishares Tr S&p 500 Val Etf (IVE)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Blackrock Etf Trust I Shares (IUSB)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Kla Corp Com New (KLAC)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Blackrock ETF Trust Ishares Intl Ctr (CORO)

View all positions for Chatterton & Associates

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