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Southern Company shares owned by Lakeshore Financial Planning

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

Historical chart of Lakeshore Financial Planning investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $723k 8.0k 90.20
2024-06-30 $579k 7.5k 77.58
2024-03-31 $532k 7.4k 71.76
2023-09-30 $484k 7.5k 64.72

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Select Sector Spdr Tr Financial (XLF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lakeshore Financial Planning

Top funds holding Southern Company

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Massachusetts Financial Services
Geode Capital Management
T. Rowe Price Associates
GQG Partners
Mizuho Securities USA
Franklin Resources
Morgan Stanley
Northern Trust
Bank of America Corporation

View all funds holding Southern Company