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Southern Company shares owned by Whalen Wealth Management

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

Historical chart of Whalen Wealth Management investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $231k 2.6k 90.17

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Top funds holding Southern Company

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Massachusetts Financial Services
Geode Capital Management
T. Rowe Price Associates
GQG Partners
Mizuho Securities USA
Franklin Resources
Morgan Stanley
Northern Trust
Bank of America Corporation

View all funds holding Southern Company