Spectrum Wealth Advisory Group »

Southern Company shares owned by Spectrum Wealth Advisory Group

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

Historical chart of Spectrum Wealth Advisory Group investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Spectrum Wealth Advisory 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 Spectrum Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $446k 4.7k 94.78
2025-06-30 $395k 4.3k 91.84
2025-03-31 $395k 4.3k 91.95
2024-12-31 $292k 3.5k 82.32

More positions owned by Spectrum Wealth Advisory Group

Columbia Research MF Closed and MF Open (RECS)
Jpmorgan Us MF Closed and MF Open (JQUA)
Wisdomtree Emerging MF Closed and MF Open (DGS)
First Trust MF Closed and MF Open (RDVY)
Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (UCON)
Invesco Nasdaq MF Closed and MF Open (QQQM)
John Hancock MF Closed and MF Open (JHMD)
Apple Common Stock (AAPL)
Ishares S&p MF Closed and MF Open (IUSG)
Spdr Bloomberg MF Closed and MF Open (CWB)
Invesco S&p MF Closed and MF Open (XMHQ)
Jpmorgan MF Closed and MF Open (JPIB)
First Trust MF Closed and MF Open (SDVY)
SPDR S&P MF Closed and MF Open (SPY)

View all positions for Spectrum Wealth Advisory Group

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