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Southern Company shares owned by Oakmont Advisory Group

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Oakmont Advisory Group from 13F filings

Historical chart of Oakmont Advisory Group investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Oakmont Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Oakmont Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $42k 438 95.62

More positions owned by Oakmont Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ultra Short Dur (ICSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (CWB)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Series Trust State Street Spd (JNK)

View all positions for Oakmont Advisory Group

Top funds holding Southern Company

BlackRock
Vanguard Capital Management
State Street Corporation
Capital World Investors
T. Rowe Price Associates
Jpmorgan Chase & Co
Geode Capital Management
Vanguard Portfolio Management
FMR
Franklin Resources
Goldman Sachs Group
Norges Bank Investment Management
Massachusetts Financial Services
Morgan Stanley
Northern Trust

View all funds holding Southern Company