Southern Company shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $422k | 4.5k | 94.77 |
| 2025-06-30 | $409k | 4.5k | 91.83 |
| 2025-03-31 | $433k | 4.7k | 91.95 |
| 2024-12-31 | $392k | 4.8k | 82.32 |
| 2024-09-30 | $430k | 4.8k | 90.18 |
| 2024-06-30 | $372k | 4.8k | 78.04 |
More positions owned by Heritage Wealth Management
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