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Southern Company shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $319k 3.7k 87.19
2025-09-30 $304k 3.1k 98.30
2025-06-30 $293k 3.1k 94.70

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First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard Mid Cap Etf (VO)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Vanguard High Yield ETF Etf
Schwab US Dividend Equity Etf (SCHD)
Innovator Defined Wealth Shield Etf (BALT)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding Southern Company

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Capital World Investors
Geode Capital Management
FMR
Massachusetts Financial Services
Capital Research and Management Company - Division 3
Lombard Odier Asset Management
Franklin Resources
Northern Trust
Royal Bank of Canada
Ameriprise Financial
Legal & General Group

View all funds holding Southern Company