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Southern Company shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 24k 71.74
2023-12-31 $1.8M 26k 70.12
2023-09-30 $938k 7.2k 129.49
2023-06-30 $324k 4.6k 70.25

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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