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Southern Company shares owned by Joseph Group Capital Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Joseph Group Capital Management from 13F filings

Historical chart of Joseph Group Capital Management investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Joseph Group Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Joseph Group Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $17k 193 87.20

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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Financial Invs Tr Corecommodity Na (CCNR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Wisdomtree Tr Glb High Div Fd (DEW)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)
Lam Research Corporation
Parker-Hannifin Corporation (PH)
Alphabet Cap Stk Cl A (GOOGL)
Visa Com Cl A (V)
Apple (AAPL)

View all positions for Joseph Group Capital Management

Top funds holding Southern Company

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Belvedere Trading
Capital World Investors
Geode Capital Management
FMR
Massachusetts Financial Services
Franklin Resources
Norges Bank Investment Management
Capital Research and Management Company - Division 3
Royal Bank of Canada
Northern Trust
Ameriprise Financial

View all funds holding Southern Company