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Southern Company shares owned by Moss Adams Wealth Advisors

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

Historical chart of Moss Adams Wealth Advisors investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $326k 4.2k 77.57
2024-03-31 $258k 3.6k 71.74

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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vaneck Etf Trust Semiconductr Etf (SMH)
Global X Fds Cybrscurty Etf (BUG)
Select Sector Spdr Tr Communication (XLC)
Global X Fds Us Infr Dev Etf (PAVE)
Microsoft Corporation (MSFT)
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Apple (AAPL)
Roblox Corp Cl A Put Option (RBLX)
Ishares Tr Russell 3000 Etf (IWV)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Moss Adams Wealth Advisors

Top funds holding Southern Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
FMR
Massachusetts Financial Services
Capital Research and Management Company - Division 3
Geode Capital Management
T. Rowe Price Associates
Franklin Resources
GQG Partners
Morgan Stanley
Legal & General Group
Northern Trust
Ameriprise Financial

View all funds holding Southern Company