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Southern Company shares owned by Duncan Williams Asset Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Duncan Williams Asset Management from 13F filings

Historical chart of Duncan Williams Asset Management investment in Southern Company

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All positions including Southern Company held by Duncan Williams Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Duncan Williams Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $280k 3.0k 94.77
2025-06-30 $270k 2.9k 91.82
2025-03-31 $269k 2.9k 91.96
2024-12-31 $237k 2.9k 82.33
2024-09-30 $259k 2.9k 90.18

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View all positions for Duncan Williams Asset Management

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