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Southern Company shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $427k 6.0k 71.74
2023-09-30 $381k 5.9k 64.72
2023-06-30 $418k 5.9k 71.28
2023-03-31 $425k 5.9k 72.46
2022-12-31 $403k 5.9k 68.62

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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