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Southern Company shares owned by Legacy Financial Strategies

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

Historical chart of Legacy Financial Strategies investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Legacy Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $594k 6.3k 94.77
2025-06-30 $549k 6.0k 91.83
2025-03-31 $551k 6.0k 91.95
2024-12-31 $493k 6.0k 82.07

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View all positions for Legacy Financial Strategies

Top funds holding Southern Company

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

View all funds holding Southern Company