Southern Company shares owned by 4wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by 4wealth Advisors
from 13F filings
Historical chart of 4wealth Advisors investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by 4wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by 4wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $366k | 4.2k | 87.21 |
| 2025-09-30 | $403k | 4.2k | 94.76 |
| 2025-06-30 | $366k | 4.0k | 91.83 |
| 2025-03-31 | $370k | 4.0k | 91.96 |