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Southern Company shares owned by Gentry Private Wealth

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

Historical chart of Gentry Private Wealth investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Gentry Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $363k 4.0k 90.18
2024-06-30 $326k 4.2k 77.57

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Spdr Ser Tr Portfolio Intrmd (SPIB)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Nyse Tech Etf (XNTK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
RBB Us Treasry 12 Mt (OBIL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
RBB Us Trsry 6 Mnth (XBIL)

View all positions for Gentry Private Wealth

Top funds holding Southern Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
FMR
Capital Research and Management Company - Division 3
Massachusetts Financial Services
Geode Capital Management
T. Rowe Price Associates
GQG Partners
Mizuho Securities USA
Franklin Resources
Northern Trust
Legal & General Group
Ameriprise Financial

View all funds holding Southern Company