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True Link Financial Advisors »

Southern Company shares owned by True Link Financial Advisors

Quarter-by-quarter ownership of Southern Company (SO) shares owned by True Link Financial Advisors from 13F filings

Historical chart of True Link Financial Advisors investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by True Link Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by True Link Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$89k	920	96.53
2021-12-31	$3.0k	47	63.83
2021-09-30	$3.0k	47	63.83
2021-06-30	$3.0k	47	63.83
2021-03-31	$3.0k	47	63.83
2020-12-31	$3.0k	47	63.83

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)

Vanguard Short-term Bond Etf Etf (BSV)

Ishares Core S&p 500 Etf Etf (IVV)

Dimensional Core Fixed Income Etf Etf (DFCF)

Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)

Ishares Core Msci Eafe Etf Etf (IEFA)

Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)

Dimensional Emerging Core Equity Market Etf Etf (DFAE)

Ishares Msci Usa Quality Factor Etf Etf (QUAL)

Dimensional International Value Etf Etf (DFIV)

Vanguard Dividend Appreciation Etf Etf (VIG)

Ishares Core International Aggregate Bond Etf Etf (IAGG)

Dimensional U.s. Small Cap Etf Etf (DFAS)

Ishares Core Msci Europe Etf Etf (IEUR)

Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for True Link Financial Advisors

Top funds holding Southern Company

Vanguard Capital Management

State Street Corporation

Capital World Investors

Geode Capital Management

Vanguard Portfolio Management

Franklin Resources

Massachusetts Financial Services

Ameriprise Financial

Royal Bank of Canada

Bank of America Corporation

View all funds holding Southern Company

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