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Southern Company shares owned by Sagespring Wealth Partners

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

Historical chart of Sagespring Wealth Partners investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Sagespring Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 57k 94.77
2025-06-30 $5.2M 56k 91.83
2024-12-31 $4.9M 59k 82.32

More positions owned by Sagespring Wealth Partners

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Tcw Transform Etf Trust Transform System (PWRD)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Sagespring Wealth Partners

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