Southern Company shares owned by Forbes Financial Planning
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Forbes Financial Planning
from 13F filings
Historical chart of Forbes Financial Planning investment in Southern Company
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Quarterly reported holdings in Southern Company by Forbes Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $228k | 2.4k | 94.77 |
| 2025-06-30 | $221k | 2.4k | 91.83 |
| 2025-03-31 | $221k | 2.4k | 91.95 |
| 2024-09-30 | $217k | 2.4k | 90.18 |
| 2023-03-31 | $237k | 3.4k | 69.58 |
| 2022-12-31 | $238k | 3.5k | 68.00 |
| 2022-09-30 | $238k | 3.5k | 68.04 |
| 2022-06-30 | $250k | 3.5k | 71.47 |
| 2022-03-31 | $254k | 3.5k | 72.61 |
| 2021-12-31 | $239k | 3.5k | 68.32 |