Southern Company shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 17k | 90.18 |
| 2024-06-30 | $1.3M | 17k | 77.57 |
| 2024-03-31 | $1.2M | 17k | 71.74 |
| 2023-12-31 | $1.2M | 17k | 70.12 |
| 2023-09-30 | $749k | 12k | 64.72 |
| 2023-06-30 | $738k | 11k | 70.25 |
| 2023-03-31 | $741k | 11k | 69.58 |
| 2022-12-31 | $751k | 11k | 71.41 |
| 2022-09-30 | $315k | 4.6k | 67.98 |
| 2022-06-30 | $316k | 4.4k | 71.27 |
| 2022-03-31 | $201k | 2.8k | 72.20 |
| 2020-09-30 | $149k | 2.8k | 54.18 |
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