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Southern Company shares owned by Goodwin Investment Advisory

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Goodwin Investment Advisory from 13F filings

Historical chart of Goodwin Investment Advisory investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Goodwin Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Goodwin Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $110k 1.5k 71.74
2022-12-31 $22k 307 71.41
2022-09-30 $21k 307 68.40
2022-03-31 $20k 280 71.43
2020-12-31 $61k 1.0k 61.00

More positions owned by Goodwin Investment Advisory

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Schwab Strategic Tr Us Tips Etf (SCHP)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Intrmdt Muni Etf (ITM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Vanguard Index Fds Growth Etf (VUG)
Selective Insurance (SIGI)

View all positions for Goodwin Investment Advisory

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