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Southern Company shares owned by Fortis Advisors

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

Historical chart of Fortis Advisors investment in Southern Company

Jul 2024Aug 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 2025200k250k300k250030003500
Value ($)Share countHistorical SO position of Fortis Advisors Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Southern Company by Fortis Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $307k 3.7k 82.32
2024-09-30 $210k 2.3k 90.18
2024-06-30 $180k 2.3k 77.57

More positions owned by Fortis Advisors

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Doubleline Etf Trust Opportunistic Bd (DBND)
Ishares Msci Emrg Chn (EMXC)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Global X Fds Glb X Mlp Enrg I (MLPX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pacer Fds Tr Developed Mrkt (ICOW)
World Gold Tr Spdr Gld Minis (GLDM)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Wellington Us Value Factr (VFVA)
Vaneck Etf Trust Agribusiness Etf (MOO)
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)

View all positions for Fortis Advisors

Top funds holding Southern Company

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

View all funds holding Southern Company