Sterling Wealth Management »

Southern Company shares owned by Sterling Wealth Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Sterling Wealth Management from 13F filings

Historical chart of Sterling Wealth Management investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Sterling Wealth Management 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 Sterling Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $209k 2.2k 94.77
2025-06-30 $203k 2.2k 91.83

More positions owned by Sterling Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Hubbell (HUBB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Sterling Wealth Management

Top funds holding Southern Company

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Belvedere Trading
Capital World Investors
Geode Capital Management
FMR
Massachusetts Financial Services
Franklin Resources
Norges Bank Investment Management
Capital Research and Management Company - Division 3
Royal Bank of Canada
Northern Trust
Ameriprise Financial

View all funds holding Southern Company