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Southern Company shares owned by Jentner

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

Historical chart of Jentner investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Jentner

Quarter filed Position value Share count Share price at filing
2023-12-31 $342k 4.9k 70.12

More positions owned by Jentner

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Global Core Plus (DFGP)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Jentner

Top funds holding Southern Company

Vanguard Group
T. Rowe Price Associates
Massachusetts Financial Services
Jpmorgan Chase & Co
Franklin Resources
Legal & General Group
Norges Bank Investment Management
Bank of America Corporation
Bank of New York Mellon
CalPERS
Federated Investors
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
Mitsubishi UFJ Trust & Banking Corp

View all funds holding Southern Company