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Southern Company shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $249k 2.8k 90.18
2024-06-30 $6.5M 232k 28.22
2023-09-30 $246k 3.8k 64.71

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Top funds holding Southern Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
FMR
Capital Research and Management Company - Division 3
Massachusetts Financial Services
Geode Capital Management
T. Rowe Price Associates
GQG Partners
Mizuho Securities USA
Franklin Resources
Northern Trust
Legal & General Group
Ameriprise Financial

View all funds holding Southern Company