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Southern Company shares owned by OneAscent Family Office

Quarter-by-quarter ownership of Southern Company (SO) shares owned by OneAscent Family Office from 13F filings

Historical chart of OneAscent Family Office investment in Southern Company

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All positions including Southern Company held by OneAscent Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by OneAscent Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $444k 4.7k 94.77
2025-06-30 $434k 4.7k 91.77
2025-03-31 $838k 9.1k 91.89

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Unified Ser Tr Oneascent Large (OALC)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Jpmorgan Usd Emg (EMB)
Etf Opportunities Trust Applied Fina Val (VSLU)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Unified Ser Tr Oneascent Emgrg (OAEM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Blackrock Etf Trust Dynamic Eqty Act
NVIDIA Corporation (NVDA)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Broadcom (AVGO)

View all positions for OneAscent Family Office

Top funds holding Southern Company

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Capital World Investors
Geode Capital Management
FMR
Capital Research and Management Company - Division 3
Massachusetts Financial Services
Lombard Odier Asset Management
Franklin Resources
Northern Trust
Royal Bank of Canada
Ameriprise Financial
Legal & General Group

View all funds holding Southern Company