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Southern Company shares owned by Merited Wealth

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

Historical chart of Merited Wealth investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Merited Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $85k 969 87.20

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Vngrd Mega Cap Grwth Etf Etf - Equity (MGK)
Capital Group Core Bond Etf Etf - Fixed Income (CGCB)
Capital Group Global Grwt Eqy Etf Etf - Equity (CGGO)

View all positions for Merited Wealth

Top funds holding Southern Company

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Belvedere Trading
Capital World Investors
Geode Capital Management
FMR
Massachusetts Financial Services
Franklin Resources
Norges Bank Investment Management
Capital Research and Management Company - Division 3
Royal Bank of Canada
Northern Trust
Ameriprise Financial

View all funds holding Southern Company