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Southern Company shares owned by Partners in Financial Planning

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Partners in Financial Planning from 13F filings

Historical chart of Partners in Financial Planning investment in Southern Company

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All positions including Southern Company held by Partners in Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Partners in Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $226k 2.4k 94.77
2025-06-30 $219k 2.4k 91.83
2025-03-31 $219k 2.4k 91.95
2024-09-30 $215k 2.4k 90.18

More positions owned by Partners in Financial Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Partners in Financial Planning

Top funds holding Southern Company

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

View all funds holding Southern Company