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Southern Company shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $419k 4.6k 90.18

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Wisdomtree Tr Floatng Rat Trea (USFR)
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Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive Enhanced (BUXX)
Vanguard Index Fds Growth Etf (VUG)
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Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
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View all positions for Holistic Planning

Top funds holding Southern Company

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

View all funds holding Southern Company