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Southern Company shares owned by Kondo Wealth Advisors

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

Historical chart of Kondo Wealth Advisors investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Kondo Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $782k 9.4k 82.89

More positions owned by Kondo Wealth Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf
Apple (AAPL)
Cathay General Ban (CATY)
Carvana Cl A (CVNA)

View all positions for Kondo Wealth Advisors

Top funds holding Southern Company

BlackRock
Vanguard Capital Management
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Vanguard Portfolio Management
FMR
Franklin Resources
Goldman Sachs Group
Norges Bank Investment Management
Massachusetts Financial Services
Northern Trust
Ameriprise Financial
Royal Bank of Canada
Bank of America Corporation

View all funds holding Southern Company