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Southern Company shares owned by MBL Wealth

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

Historical chart of MBL Wealth investment in Southern Company

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

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Quarterly reported holdings in Southern Company by MBL Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $646k 6.8k 94.77
2025-06-30 $494k 5.4k 91.83
2025-03-31 $465k 5.1k 91.95

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View all positions for MBL Wealth

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