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Southern Company shares owned by Beaumont Financial Advisors

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

Historical chart of Beaumont Financial Advisors investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $683k 9.5k 71.74
2023-12-31 $685k 9.8k 70.12
2023-09-30 $633k 9.8k 64.72
2023-06-30 $699k 10k 70.25
2023-03-31 $685k 9.8k 69.58
2022-12-31 $715k 10k 71.41

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Top funds holding Southern Company

Vanguard Group
BlackRock
FMR
Jpmorgan Chase & Co
Massachusetts Financial Services
T. Rowe Price Associates
Geode Capital Management
Franklin Resources
Morgan Stanley
Legal & General Group
Northern Trust
Ameriprise Financial
Nuveen Asset Management
Bank of America Corporation
Bank of New York Mellon

View all funds holding Southern Company