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Southern Company shares owned by SageOak Financial

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

Historical chart of SageOak Financial investment in Southern Company

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

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Quarterly reported holdings in Southern Company by SageOak Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $743k 7.8k 94.77
2025-06-30 $720k 7.8k 91.83
2025-03-31 $721k 7.8k 91.95

More positions owned by SageOak Financial

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Global Cr Etf (DGCB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Tidal Trust I SP FDS S&P 500 (SPUS)
Dimensional Etf Trust Global Real Est (DFGR)
Strategy Eventide Us Mrkt (ESUM)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for SageOak Financial

Top funds holding Southern Company

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

View all funds holding Southern Company