Southern Company shares owned by Grubman Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Grubman Wealth Management
from 13F filings
Historical chart of Grubman Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Grubman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $205k | 2.2k | 91.82 |
| 2025-03-31 | $205k | 2.2k | 91.93 |
| 2024-09-30 | $201k | 2.2k | 90.17 |
| 2022-12-31 | $205k | 2.9k | 71.40 |