Southern Company shares owned by Fee-Only Financial Planning, L.C.
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Fee-Only Financial Planning, L.C.
from 13F filings
Historical chart of Fee-Only Financial Planning, L.C. investment in Southern Company
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Quarterly reported holdings in Southern Company by Fee-Only Financial Planning, L.C.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $536k | 5.7k | 94.77 |
| 2025-06-30 | $519k | 5.7k | 91.83 |
| 2025-03-31 | $520k | 5.7k | 91.95 |
| 2024-12-31 | $465k | 5.7k | 82.32 |
| 2024-09-30 | $510k | 5.7k | 90.18 |
| 2024-06-30 | $477k | 6.2k | 77.57 |
| 2024-03-31 | $441k | 6.2k | 71.74 |
| 2023-12-31 | $431k | 6.2k | 70.12 |
| 2023-09-30 | $398k | 6.2k | 64.72 |
| 2023-06-30 | $432k | 6.2k | 70.25 |
| 2023-03-31 | $428k | 6.2k | 69.58 |
| 2022-12-31 | $439k | 6.2k | 71.41 |
More positions owned by Fee-Only Financial Planning, L.C.
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