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Southern Company shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $124k 1.3k 94.77
2025-06-30 $120k 1.3k 91.83
2025-03-31 $121k 1.3k 91.95

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View all positions for Smallwood Wealth Investment Management

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