Nvest Wealth Strategies »

Southern Company shares owned by Nvest Wealth Strategies

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

Historical chart of Nvest Wealth Strategies investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Southern Company by Nvest Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $675 7 96.57

More positions owned by Nvest Wealth Strategies

John Hancock Exchange Traded Multifactor Mi (JHMM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
2023 Etf Series Trust Brandes Internat (BINV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange-traded No Amer Energy (EMLP)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Series Trust State Street Spd (SLYG)
Harbor Etf Trust Harbor Commodity (HGER)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (SLYV)
American Centy Etf Tr Avantis Intl Sml (AVDS)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Union Pacific Corporation (UNP)
Ea Series Trust Cambria Us Equal (USEW)

View all positions for Nvest Wealth Strategies

Top funds holding Southern Company

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Capital World Investors
Geode Capital Management
Vanguard Portfolio Management
FMR
Franklin Resources
Massachusetts Financial Services
Morgan Stanley
Northern Trust
Ameriprise Financial
Royal Bank of Canada
Bank of America Corporation

View all funds holding Southern Company