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Southern Company shares owned by Resonant Capital Advisors

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

Historical chart of Resonant Capital Advisors investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Resonant Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $301k 3.4k 87.20
2025-09-30 $437k 4.6k 94.77
2025-06-30 $323k 3.5k 91.83
2025-03-31 $245k 2.7k 91.95

More positions owned by Resonant Capital Advisors

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares U S Etf Tr Short Maturity M (MEAR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Etf Ser Solutions Distillate Us (DSTL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Fundamental Us S (FNDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Resonant Capital Advisors

Top funds holding Southern Company

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

View all funds holding Southern Company