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Southern Company shares owned by Sound Portfolio Advisors

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

Historical chart of Sound Portfolio Advisors investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Sound Portfolio Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $297k 3.1k 96.52

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View all positions for Sound Portfolio Advisors

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