Southern Company shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $435k | 6.2k | 70.12 |
| 2023-09-30 | $395k | 6.1k | 64.72 |
| 2023-06-30 | $471k | 6.7k | 70.25 |
| 2023-03-31 | $472k | 6.8k | 69.58 |
| 2022-12-31 | $289k | 4.1k | 71.41 |
| 2022-09-30 | $276k | 4.1k | 68.11 |
| 2022-06-30 | $289k | 4.1k | 71.32 |
| 2022-03-31 | $250k | 3.5k | 72.42 |
| 2021-12-31 | $237k | 3.5k | 68.58 |
| 2021-09-30 | $226k | 3.7k | 61.97 |
| 2021-06-30 | $240k | 3.9k | 61.55 |
| 2021-03-31 | $222k | 3.6k | 62.16 |
| 2020-12-31 | $240k | 3.9k | 61.55 |
| 2020-09-30 | $197k | 3.6k | 54.22 |
| 2020-06-30 | $187k | 392 | 477.04 |
| 2020-03-31 | $196k | 3.6k | 54.14 |
| 2019-12-31 | $388k | 6.1k | 63.70 |
| 2019-09-30 | $339k | 5.5k | 61.64 |
| 2019-06-30 | $304k | 5.5k | 55.28 |
| 2019-03-31 | $284k | 5.5k | 51.68 |
| 2018-12-31 | $153k | 3.5k | 43.71 |
| 2018-09-30 | $152k | 3.5k | 43.43 |