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Park Square Financial Group »

Southern Company shares owned by Park Square Financial Group

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Park Square Financial Group from 13F filings

Historical chart of Park Square Financial Group investment in Southern Company

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All positions including Southern Company held by Park Square Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Park Square Financial Group

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$26k	271	94.77
2025-06-30	$733k	8.0k	91.83
2025-03-31	$749k	8.1k	91.95
2024-12-31	$685k	8.3k	82.32

More positions owned by Park Square Financial Group

Ishs Ibox $ H/y Corp Etf Etf - Fixed Income (HYG)

Invesco S&p 500 Equal Weight Etf - Equity (RSP)

Ft Enh Short Mty Etf Etf - Fixed Income (FTSM)

Spdr S&p 500 Etf Etf - Equity (SPY)

First Trust Morningstar Div Ldrs Etf Etf - Equity (FDL)

Ft Rising Div Achiev Etf Etf - Equity (RDVY)

First Trust Smith Uncon Bond Etf Etf - Fixed Income (UCON)

Ft Low Dur Opptys Etf Etf - Fixed Income (LMBS)

First Trust Lmt Dr Inv Grd Cr Etf Etf - Fixed Income (FSIG)

Inv Qqq Etf Etf - Equity

Spdr Blm Barclays High Yld Bond Etf - Fixed Income (JNK)

First Trust Long Dur Oppo Etf Etf - Fixed Income (LGOV)

Frkln Intl Lw Vlty Hg Div Indx Etf Etf - Equity (LVHI)

Spdr Gold Trust Gold Etf Etf - Equity (GLD)

Ft Glb Tactcl Cmdty Etf Etf - Equity (FTGC)

View all positions for Park Square Financial Group

Top funds holding Southern Company

Jpmorgan Chase & Co

State Street Corporation

Capital World Investors

Geode Capital Management

Massachusetts Financial Services

Capital Research and Management Company - Division 3

Lombard Odier Asset Management

Franklin Resources

Royal Bank of Canada

Ameriprise Financial

View all funds holding Southern Company

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