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
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $430k | 4.8k | 90.18 |
| 2024-06-30 | $372k | 4.8k | 78.04 |
More positions owned by Heritage Wealth Management
View all positions for Heritage Wealth Management