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Southern Company shares owned by SWAN Capital

Quarter-by-quarter ownership of Southern Company (SO) shares owned by SWAN Capital from 13F filings

Historical chart of SWAN Capital investment in Southern Company

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All positions including Southern Company held by SWAN Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by SWAN Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 18k 71.74
2023-09-30 $1.2M 18k 64.72
2023-03-31 $1.3M 18k 69.58

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Vanguard World Inf Tech Etf (VGT)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard World Utilities Etf (VPU)
Vanguard World Energy Etf (VDE)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for SWAN Capital

Top funds holding Southern Company

Vanguard Group
T. Rowe Price Associates
Massachusetts Financial Services
Jpmorgan Chase & Co
Franklin Resources
Legal & General Group
Norges Bank Investment Management
Bank of America Corporation
Bank of New York Mellon
CalPERS
Federated Investors
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
Mitsubishi UFJ Trust & Banking Corp

View all funds holding Southern Company