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Southern Company shares owned by Warwick Investment Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Warwick Investment Management from 13F filings

Historical chart of Warwick Investment Management investment in Southern Company

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All positions including Southern Company held by Warwick Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Warwick Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $330k 3.5k 94.77
2025-06-30 $303k 3.3k 91.83
2025-03-31 $283k 3.1k 91.95
2024-12-31 $234k 2.8k 82.32
2024-06-30 $213k 2.7k 77.57

More positions owned by Warwick Investment Management

Schwab Strategic Tr 1000 Index Etf (SCHK)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Select Sector Spdr Tr Energy (XLE)

View all positions for Warwick Investment Management

Top funds holding Southern Company

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Capital World Investors
Geode Capital Management
FMR
Massachusetts Financial Services
Capital Research and Management Company - Division 3
Lombard Odier Asset Management
Franklin Resources
Morgan Stanley
Northern Trust
Royal Bank of Canada
Ameriprise Financial

View all funds holding Southern Company