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Southern Company shares owned by Wealth Advisory Team

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Wealth Advisory Team from 13F filings

Historical chart of Wealth Advisory Team investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Wealth Advisory Team consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Wealth Advisory Team

Quarter filed Position value Share count Share price at filing
2025-12-31 $398k 4.6k 87.20
2025-06-30 $412k 4.5k 91.84

More positions owned by Wealth Advisory Team

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Dimensional Etf Trust Us Equity Market (DFUS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Intermed Term (BIV)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Dbx Etf Tr Xtrackers Msci (USSG)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Esg Awr Msci Em (ESGE)

View all positions for Wealth Advisory Team

Top funds holding Southern Company

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Belvedere Trading
Capital World Investors
Geode Capital Management
FMR
Massachusetts Financial Services
Franklin Resources
Norges Bank Investment Management
Capital Research and Management Company - Division 3
Royal Bank of Canada
Northern Trust
Ameriprise Financial

View all funds holding Southern Company