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Southern Company shares owned by Legacy Financial Independent Advisors

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

Historical chart of Legacy Financial Independent Advisors investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Legacy Financial Independent Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.1M 33k 95.71
2026-03-31 $6.2M 65k 96.52

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Top funds holding Southern Company

BlackRock
Vanguard Capital Management
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
Legal & General Group

View all funds holding Southern Company