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Southern Company shares owned by Goldstein Advisors

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

Historical chart of Goldstein Advisors investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Goldstein Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $225k 2.3k 96.52

More positions owned by Goldstein Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Victory Portfolios Ii Shares Free Cash (VFLO)
J P Morgan Exchange Traded F Active Growth (JGRO)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
Blackrock Etf Trust Ishares Us Thema (THRO)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
The Alger Etf Trust Ai Enablers Adop (ALAI)
American Centy Etf Tr Diversified Mu (TAXF)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Ishares Tr Core Msci Total (IXUS)

View all positions for Goldstein Advisors

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