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Southern Company shares owned by Evanson Financial

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

Historical chart of Evanson Financial investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Evanson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $266k 2.8k 95.71

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Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
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Sprott Asset Management Physical Gold Tr (PHYS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Evanson Financial

Top funds holding Southern Company

BlackRock
Vanguard Capital Management
State Street Corporation
Capital World Investors
Geode Capital Management
Vanguard Portfolio Management
FMR
Franklin Resources
Massachusetts Financial Services
Morgan Stanley
Northern Trust
Ameriprise Financial
Royal Bank of Canada
Bank of America Corporation
Legal & General Group

View all funds holding Southern Company