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Southern Company shares owned by Fragasso

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

Historical chart of Fragasso investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Fragasso

Quarter filed Position value Share count Share price at filing
2026-03-31 $259k 2.7k 96.95
2025-09-30 $223k 2.4k 94.56

More positions owned by Fragasso

iShares S&P 500 Index (IVV)
Fidelity Covington Trust (FELC)
Fidelity Covington Trust (FENI)
Sch Us Mid-cap Etf etf (SCHM)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Harbor Etf Trust (INFO)
Pimco (PYLD)
Apple (AAPL)
Vanguard S&p 500 Etf idx (VOO)
American Centy Etf Tr avantis emgmkt (AVEM)
Janus Detroit Str Tr (JAAA)
SPDR DJ Wilshire Large Cap (SPYM)
Hartford Fds Exchange Trade total rtrn etf (HTRB)
SPDR DJ Wilshire Small Cap Value (SLYV)
NVIDIA Corporation (NVDA)

View all positions for Fragasso

Top funds holding Southern Company

Vanguard Group
BlackRock
State Street Corporation
Belvedere Trading
Capital World Investors
Geode Capital Management
FMR
Massachusetts Financial Services
Franklin Resources
Norges Bank Investment Management
Capital Research and Management Company - Division 3
Northern Trust
Ameriprise Financial
Legal & General Group
Bank of New York Mellon

View all funds holding Southern Company