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Southern Company shares owned by RFG - Bristol Wealth Advisors

Quarter-by-quarter ownership of Southern Company (SO) shares owned by RFG - Bristol Wealth Advisors from 13F filings

Historical chart of RFG - Bristol Wealth Advisors investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by RFG - Bristol Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $342k 3.9k 87.20
2025-09-30 $371k 3.9k 94.76
2025-06-30 $411k 4.5k 91.82
2025-03-31 $518k 5.6k 91.94
2024-12-31 $474k 5.8k 82.31

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Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Pgim Etf Tr Total Return Bon (PTRB)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust State Street Spd (VLU)
Ssga Active Etf Tr State Street Mul (RLY)
Principal Exchange Traded Prin U S Small (PSC)
Coca-Cola Company (KO)
Apple (AAPL)
Fidelity Covington Trust Fundamental Larg (FFLC)
Caterpillar (CAT)

View all positions for RFG - Bristol Wealth 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