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Southern Company shares owned by Per Stirling Capital Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Per Stirling Capital Management from 13F filings

Historical chart of Per Stirling Capital Management investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Per Stirling Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Per Stirling Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 2.5k 94.78
2025-06-30 $231k 2.5k 91.82
2025-03-31 $230k 2.5k 91.94
2024-12-31 $205k 2.5k 82.30
2024-09-30 $223k 2.5k 90.17

More positions owned by Per Stirling Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr S&p 500 Val Etf (IVE)
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
First Tr Exchange-traded Intermediate Dur (FIIG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Per Stirling Capital Management

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