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Southern Company shares owned by Sovereign Investment Advisors

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

Historical chart of Sovereign Investment Advisors investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Sovereign Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $316k 3.3k 96.52

More positions owned by Sovereign Investment Advisors

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
MPLX Com Unit Rep Ltd (MPLX)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Enterprise Products Partners (EPD)
Plains All Amern Pipeline L Unit Ltd Partn (PAA)
Western Midstream Partners L Com Unit Lp Int (WES)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Sovereign Investment 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