Southern Company shares owned by Asset Planning
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Asset Planning
from 13F filings
Historical chart of Asset Planning investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Asset Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 13k | 94.77 |
| 2025-06-30 | $1.2M | 13k | 91.83 |
| 2025-03-31 | $1.2M | 13k | 91.95 |
| 2024-12-31 | $1.1M | 13k | 82.32 |