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Southern Company shares owned by Colton Groome Financial Advisors

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

Historical chart of Colton Groome Financial Advisors investment in Southern Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern Company by Colton Groome Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $280k 3.9k 71.74
2023-12-31 $275k 3.9k 70.12
2022-12-31 $244k 3.4k 71.41
2022-09-30 $232k 3.4k 67.90
2022-06-30 $244k 3.4k 71.41
2022-03-31 $248k 3.4k 72.58

More positions owned by Colton Groome Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Select Sector Spdr Tr Indl (XLI)

View all positions for Colton Groome Financial Advisors

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