Southern Company shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in Southern Company
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Quarterly reported holdings in Southern Company by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $92k | 974 | 94.76 |
| 2025-06-30 | $99k | 1.1k | 91.82 |
| 2025-03-31 | $99k | 1.1k | 91.94 |
| 2024-12-31 | $88k | 1.1k | 82.31 |
| 2024-09-30 | $74k | 818 | 90.17 |
| 2024-06-30 | $63k | 818 | 77.56 |
| 2024-03-31 | $59k | 818 | 71.73 |
| 2023-12-31 | $57k | 818 | 70.11 |
| 2023-09-30 | $13k | 207 | 64.69 |
| 2023-06-30 | $15k | 207 | 70.21 |
| 2023-03-31 | $14k | 207 | 69.54 |
| 2022-12-31 | $39k | 542 | 71.39 |
| 2022-09-30 | $72k | 1.1k | 67.92 |
| 2022-06-30 | $245k | 3.4k | 71.37 |
| 2022-03-31 | $249k | 3.4k | 72.53 |
| 2021-12-31 | $235k | 3.4k | 68.45 |
| 2021-09-30 | $38k | 607 | 62.60 |
| 2021-06-30 | $37k | 607 | 60.96 |
| 2021-03-31 | $29k | 462 | 62.77 |
| 2020-12-31 | $13k | 207 | 62.80 |
| 2020-09-30 | $12k | 207 | 57.97 |
| 2020-06-30 | $2.0k | 22 | 90.91 |
| 2020-03-31 | $3.0k | 48 | 62.50 |
| 2019-12-31 | $4.0k | 48 | 83.33 |