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Southern Company shares owned by Roberts Wealth Advisors

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

Historical chart of Roberts Wealth Advisors investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Roberts Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $753k 8.6k 87.20
2025-03-31 $209k 2.3k 91.95

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View all positions for Roberts 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