Heritage Wealth Management, Inc./Texas »

Southern Company shares owned by Heritage Wealth Management, Inc./Texas

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

Historical chart of Heritage Wealth Management, Inc./Texas investment in Southern Company

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Quarterly reported holdings in Southern Company by Heritage Wealth Management, Inc./Texas

Quarter filed Position value Share count Share price at filing
2026-03-31 $203k 2.1k 96.52

More positions owned by Heritage Wealth Management, Inc./Texas

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr National Mun Etf (MUB)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Exxon Mobil Corporation (XOM)

View all positions for Heritage Wealth Management, Inc./Texas

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