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Southern Company shares owned by Legacy Edge Advisors

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

Historical chart of Legacy Edge Advisors investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Legacy Edge Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $234k 2.7k 87.20

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Vanguard Scottsdale Fds Int-term Corp (VCIT)
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Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Spdr Series Trust State Street Spd (SPSM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)

View all positions for Legacy Edge Advisors

Top funds holding Southern Company

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Capital World Investors
Geode Capital Management
FMR
Capital Research and Management Company - Division 3
Massachusetts Financial Services
Lombard Odier Asset Management
Franklin Resources
Northern Trust
Royal Bank of Canada
Ameriprise Financial
Legal & General Group

View all funds holding Southern Company