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Southern Company shares owned by M3 Wealth Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by M3 Wealth Management from 13F filings

Historical chart of M3 Wealth Management investment in Southern Company

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All positions including Southern Company held by M3 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by M3 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 12k 87.20

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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