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Southern Company shares owned by Principia Wealth Advisory

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Principia Wealth Advisory from 13F filings

Historical chart of Principia Wealth Advisory investment in Southern Company

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All positions including Southern Company held by Principia Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.0k 69 87.20
2025-09-30 $6.5k 69 94.77
2025-06-30 $5.5k 60 91.83
2025-03-31 $4.5k 51 87.80
2024-12-31 $2.8k 34 82.32

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View all positions for Principia Wealth Advisory

Top funds holding Southern Company

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Capital World Investors
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