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Southern Company shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in Southern Company

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All positions including Southern Company held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $23k 314 71.74
2023-12-31 $22k 314 70.12
2023-09-30 $20k 314 64.72
2023-06-30 $22k 314 70.25
2023-03-31 $22k 314 69.58
2022-09-30 $6.0k 89 67.42
2022-06-30 $4.0k 57 70.18