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Southern Company shares owned by Gradient Capital Advisors

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

Historical chart of Gradient Capital Advisors investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $209k 2.2k 96.52
2025-09-30 $207k 2.2k 94.75

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Dimensional Global Core Plus Fixed Income Etf Etf (DFGP)
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View all positions for Gradient Capital Advisors

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