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Southern Company shares owned by Garrett Wealth Advisory Group

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

Historical chart of Garrett Wealth Advisory Group investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Garrett Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $260k 2.7k 96.52
2023-03-31 $202k 2.9k 69.58
2019-09-30 $159k 2.6k 61.77

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View all positions for Garrett Wealth Advisory Group

Top funds holding Southern Company

Vanguard Group
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

View all funds holding Southern Company