Southern Company shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.1M | 12k | 96.52 |
| 2021-09-30 | $380k | 6.1k | 61.97 |
| 2021-06-30 | $359k | 5.9k | 60.46 |
More positions owned by CliftonLarsonAllen Wealth Advisors
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