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Southern Company shares owned by Pure Financial Advisors

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Pure Financial Advisors from 13F filings

Historical chart of Pure Financial Advisors investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Pure Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $232k 2.6k 90.18
2023-12-31 $232k 3.3k 70.13

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Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Index Shs Fds Glb Nat Resrce (GNR)

View all positions for Pure Financial Advisors

Top funds holding Southern Company

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Massachusetts Financial Services
Geode Capital Management
T. Rowe Price Associates
GQG Partners
Mizuho Securities USA
Franklin Resources
Morgan Stanley
Northern Trust
Bank of America Corporation

View all funds holding Southern Company