Southern Company shares owned by Geometric Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Geometric Wealth Advisors
from 13F filings
Historical chart of Geometric Wealth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Geometric Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $761k | 8.0k | 94.77 |
| 2025-06-30 | $737k | 8.0k | 91.83 |
| 2025-03-31 | $736k | 8.0k | 91.95 |
| 2024-12-31 | $660k | 8.0k | 82.32 |
| 2024-09-30 | $722k | 8.0k | 90.18 |