SEC 13F Intelligence

Greystone Financial Group, LLC / SO

Greystone Financial Group, LLC’s Southern Co Position

Does Greystone Financial Group, LLC own Southern Co (SO)? Not currently — the last reported position was 117.8K shares worth $9M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$9M
Q1 2022
Shares
117.8K
% of Portfolio
+2.16%
Quarters Held
5
position exited

Position History SO

Reported value by quarter
Q1 ’21: $7MQ1 ’21Q2 ’21: $7MQ2 ’21Q3 ’21: $5MQ3 ’21Q4 ’21: $8MQ4 ’21Q1 ’22: $9MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2022117.8K$9M+2.16%
Q4 2021115.0K$8M+1.89%
Q3 202187.7K$5M+1.62%
Q2 2021109.7K$7M+1.65%
Q1 2021108.8K$7M+1.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of SO.