Investment Planning Advisors »

Southern Company shares owned by Investment Planning Advisors

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

Historical chart of Investment Planning Advisors investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Southern Company by Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $245k 3.2k 77.56
2024-06-30 $245k 3.2k 77.56

More positions owned by Investment Planning Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ea Series Trust Freedom 100 Em (FRDM)
Blackrock Etf Trust Ii Flexible Income (BINC)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Investment Planning Advisors

Top funds holding Southern Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Massachusetts Financial Services
Geode Capital Management
T. Rowe Price Associates
Franklin Resources
GQG Partners
Morgan Stanley
Bank of America Corporation
Nuveen Asset Management
Royal Bank of Canada
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding Southern Company