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Southern Company shares owned by Syntegra Private Wealth Group

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

Historical chart of Syntegra Private Wealth Group investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Syntegra Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Syntegra Private Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $276k 3.9k 70.12
2023-09-30 $248k 3.8k 64.72
2023-06-30 $269k 3.8k 70.25
2023-03-31 $256k 3.7k 69.58
2022-12-31 $261k 3.7k 71.41

More positions owned by Syntegra Private Wealth Group

Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
Pacer Fds Tr Pacer Us Small (CALF)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Pacer Fds Tr Developed Mrkt (ICOW)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)

View all positions for Syntegra Private Wealth Group

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