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Southern Company shares owned by Foster Group

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

Historical chart of Foster Group investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Foster Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $263k 2.8k 94.77
2025-06-30 $239k 2.6k 91.83
2025-03-31 $236k 2.6k 91.95

More positions owned by Foster Group

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Msci Usa Mmentm (MTUM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for Foster Group

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