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Southern Company shares owned by WealthPoint Financial

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

Historical chart of WealthPoint Financial investment in Southern Company

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

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Quarterly reported holdings in Southern Company by WealthPoint Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $283k 3.3k 87.20

More positions owned by WealthPoint Financial

Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Sp 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T Sp 500 Top 50 (XLG)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Core Msci Emkt (IEMG)
Lpl Financial Holdings (LPLA)
Wisdomtree Tr Us Largecap Fund (EPS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for WealthPoint Financial

Top funds holding Southern Company

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

View all funds holding Southern Company