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Southern Company shares owned by Marquette Asset Management

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

Historical chart of Marquette Asset Management investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Marquette Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 144 94.77

More positions owned by Marquette Asset Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Us Small Cap Val (DFSV)

View all positions for Marquette Asset Management

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