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Southern Company shares owned by Planning Strategies

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

Historical chart of Planning Strategies investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $63k 654 95.71

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Top funds holding Southern Company

BlackRock
Vanguard Capital Management
State Street Corporation
Capital World Investors
T. Rowe Price Associates
Geode Capital Management
Vanguard Portfolio Management
FMR
Franklin Resources
Massachusetts Financial Services
Morgan Stanley
Northern Trust
Ameriprise Financial
Royal Bank of Canada
Bank of America Corporation

View all funds holding Southern Company