Southern Company shares owned by Waterfront Wealth
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Waterfront Wealth
from 13F filings
Historical chart of Waterfront Wealth investment in Southern Company
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Quarterly reported holdings in Southern Company by Waterfront Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $829k | 12k | 70.12 |
| 2023-09-30 | $757k | 12k | 65.44 |
| 2023-06-30 | $667k | 9.1k | 72.97 |
| 2023-03-31 | $584k | 8.4k | 69.58 |
| 2022-12-31 | $535k | 7.9k | 67.93 |
| 2022-09-30 | $493k | 7.4k | 66.18 |
| 2022-06-30 | $432k | 6.1k | 71.25 |
| 2022-03-31 | $310k | 4.1k | 75.87 |