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Southern Company shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $384k 4.4k 87.20
2021-03-31 $201k 3.2k 62.19
2020-12-31 $247k 4.0k 61.50

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)

View all positions for Sax Wealth Advisors

Top funds holding Southern Company

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Belvedere Trading
Capital World Investors
Geode Capital Management
FMR
Massachusetts Financial Services
Franklin Resources
Norges Bank Investment Management
Capital Research and Management Company - Division 3
Royal Bank of Canada
Northern Trust
Ameriprise Financial

View all funds holding Southern Company