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Southern Company shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 138k 90.18
2024-06-30 $12M 151k 77.57
2024-03-31 $11M 151k 71.74
2023-12-31 $10M 143k 70.12

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Southern Company

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Massachusetts Financial Services
Geode Capital Management
T. Rowe Price Associates
GQG Partners
Mizuho Securities USA
Franklin Resources
Morgan Stanley
Northern Trust
Bank of America Corporation

View all funds holding Southern Company