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Southern Company shares owned by Strategic Financial Partners

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

Historical chart of Strategic Financial Partners investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Strategic Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $213k 2.2k 96.52

More positions owned by Strategic Financial Partners

Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPYV)
Spdr Index Shs Fds State Street Spd (SPDW)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard World Mega Grwth Ind (MGK)
Select Sector Spdr Tr State Street Ene (XLE)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Series Trust State Street Spd (QUS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Strategic Financial Partners

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