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Southern Company shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $161M 2.5M 64.72
2023-06-30 $140M 2.0M 70.25
2023-03-31 $136M 2.0M 69.58
2022-12-31 $126M 1.8M 71.41
2022-09-30 $113M 1.7M 68.00
2022-06-30 $109M 1.5M 71.31
2022-03-31 $106M 1.5M 72.51
2021-12-31 $97M 1.4M 68.58
2021-09-30 $83M 1.3M 61.97
2021-06-30 $76M 1.3M 60.51
2021-03-31 $73M 1.2M 62.16
2020-12-31 $63M 1.0M 61.43
2020-09-30 $52M 962k 54.22
2020-06-30 $49M 944k 51.85
2020-03-31 $42M 775k 54.14
2019-12-31 $63M 996k 63.70
2019-09-30 $53M 860k 61.77
2019-06-30 $51M 927k 55.28
2019-03-31 $45M 874k 51.68
2018-12-31 $28M 646k 43.92
2018-09-30 $898k 21k 43.59
2018-06-30 $7.0M 152k 46.30
2018-03-31 $6.6M 147k 44.86
2017-12-31 $6.7M 140k 48.10
2017-09-30 $4.5M 91k 49.12
2017-06-30 $8.7M 181k 47.87
2017-03-31 $11M 219k 49.78
2016-12-31 $11M 216k 49.19
2016-09-30 $8.2M 159k 51.30
2016-06-30 $8.9M 165k 53.63
2016-03-31 $7.8M 151k 51.73
2015-12-31 $6.4M 137k 46.79
2015-09-30 $6.2M 139k 44.70
2015-06-30 $6.0M 143k 41.90
2015-03-31 $8.5M 192k 44.28
2014-12-31 $137k 2.8k 48.95
2014-09-30 $58k 1.3k 43.71
2014-06-30 $75k 1.7k 45.45
2014-03-31 $43k 984 43.70
2013-12-31 $60k 1.5k 41.27
2013-09-30 $139k 3.4k 41.10
2013-06-30 $49k 1.1k 44.55

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset 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 New York Mellon
Bank of America Corporation
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