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Southern Company shares owned by Wellington Grp

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

Historical chart of Wellington Grp investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Wellington Grp

Quarter filed Position value Share count Share price at filing
2026-03-31 $23k 236 96.52
2025-12-31 $25k 289 87.20

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Top funds holding Southern Company

BlackRock
Vanguard Capital Management
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Capital World Investors
Geode Capital Management
Vanguard Portfolio Management
FMR
Franklin Resources
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Morgan Stanley
Northern Trust
Ameriprise Financial
Royal Bank of Canada
Bank of America Corporation
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View all funds holding Southern Company