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Southern Company shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 151k 71.74
2023-12-31 $10M 143k 70.12

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Envestnet Portfolio Solutions

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