Sound Financial Strategies Group »

Southern Company shares owned by Sound Financial Strategies Group

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

Historical chart of Sound Financial Strategies Group investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Southern Company by Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $263k 2.7k 96.52
2021-03-31 $592k 9.5k 62.12
2020-12-31 $583k 9.5k 61.42

More positions owned by Sound Financial Strategies Group

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Timothy Plan Intl Etf (TPIF)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Timothy Plan Us Lrgmd Cp Core (TPLC)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Kraneshares Trust Mount Lucas Etf (KMLM)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Simplify Exchange Traded Fun Managed Futures (CTA)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Timothy Plan U S Sm Cp Core (TPSC)

View all positions for Sound Financial Strategies Group

Top funds holding Southern Company

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Capital World Investors
Geode Capital Management
Vanguard Portfolio Management
FMR
Franklin Resources
Massachusetts Financial Services
Morgan Stanley
Northern Trust
Ameriprise Financial
Royal Bank of Canada
Bank of America Corporation

View all funds holding Southern Company