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Southern Company shares owned by Southern Financial Group

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

Historical chart of Southern Financial Group investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Southern Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $36M 368k 96.52
2025-12-31 $32M 371k 87.20

More positions owned by Southern Financial Group

Janus Detroit Str Tr Henderson Income (JIII)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Southern Company (SO)
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Diamondback Energy (FANG)
Apple (AAPL)
Regions Financial Corporation (RF)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spire (SR)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
NVIDIA Corporation (NVDA)
At&t (T)

View all positions for Southern Financial 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