CVFG »

Southern Company shares owned by CVFG

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

Historical chart of CVFG investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Southern Company by CVFG

Quarter filed Position value Share count Share price at filing
2025-09-30 $621k 6.6k 94.77
2025-06-30 $602k 6.6k 91.83
2025-03-31 $602k 6.6k 91.95
2024-12-31 $535k 6.5k 82.32

More positions owned by CVFG

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Spdr Series Trust Portfolio S&p400 (SPMD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Capital Group Core Balanced SHS (CGBL)
Ishares Tr Hdg Msci Eafe (HEFA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for CVFG

Top funds holding Southern Company

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

View all funds holding Southern Company