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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Internatnal Val (DFIV)
Select Sector Spdr Tr Financial (XLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Russell 3000 Etf (IWV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lakeshore Financial Planning

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