Southern Company shares owned by Investment Planning Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Investment Planning Advisors
from 13F filings
Historical chart of Investment Planning Advisors investment in Southern Company
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All positions including Southern Company held by Investment Planning Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Investment Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $580k | 6.1k | 94.78 |
| 2025-06-30 | $460k | 5.0k | 91.83 |
| 2025-03-31 | $343k | 3.7k | 91.94 |
| 2024-12-31 | $288k | 3.5k | 82.32 |
| 2024-09-30 | $245k | 3.2k | 77.56 |
| 2024-06-30 | $245k | 3.2k | 77.56 |
More positions owned by Investment Planning Advisors
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