Southern Company shares owned by Fiduciary Planning
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Fiduciary Planning
from 13F filings
Historical chart of Fiduciary Planning investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Fiduciary 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 Fiduciary Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $233k | 2.5k | 94.77 |
| 2025-06-30 | $225k | 2.5k | 91.83 |
| 2025-03-31 | $226k | 2.5k | 91.95 |
| 2021-03-31 | $3.0k | 48 | 62.50 |
| 2020-12-31 | $1.5M | 24k | 61.43 |
| 2020-09-30 | $1.2M | 23k | 54.21 |
| 2020-06-30 | $1.1M | 21k | 54.62 |
| 2020-03-31 | $1.1M | 21k | 54.14 |