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Southern Company shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $372k 4.8k 78.04

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View all positions for Heritage Wealth Management

Top funds holding Southern Company

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

View all funds holding Southern Company