Southern Company shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Elevate Wealth Advisory
from 13F filings
Historical chart of Elevate Wealth Advisory investment in Southern Company
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Quarterly reported holdings in Southern Company by Elevate Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.4M | 16k | 87.20 |
| 2025-06-30 | $606k | 6.6k | 91.83 |
| 2025-03-31 | $569k | 6.2k | 91.95 |
| 2024-12-31 | $510k | 6.2k | 82.32 |
| 2024-09-30 | $548k | 6.1k | 90.18 |
| 2024-06-30 | $472k | 6.1k | 77.57 |
| 2024-03-31 | $236k | 3.3k | 71.74 |
| 2023-12-31 | $231k | 3.3k | 70.13 |