Southern Company shares owned by Holistic Planning
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $581k | 6.1k | 94.77 |
| 2025-06-30 | $458k | 5.0k | 91.83 |
| 2025-03-31 | $459k | 5.0k | 91.96 |
| 2024-12-31 | $410k | 5.0k | 82.33 |
| 2024-09-30 | $419k | 4.6k | 90.18 |