Southern Company shares owned by Gratus Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Gratus Wealth Advisors
from 13F filings
Historical chart of Gratus Wealth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Gratus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $473k | 5.0k | 94.77 |
| 2025-06-30 | $457k | 5.0k | 91.83 |
| 2025-03-31 | $553k | 6.0k | 91.95 |
| 2024-12-31 | $478k | 5.8k | 82.32 |
| 2024-09-30 | $599k | 6.7k | 88.89 |
| 2024-06-30 | $460k | 5.7k | 81.40 |
| 2024-03-31 | $387k | 5.5k | 70.57 |