Southern Company shares owned by Lakeshore Financial Planning
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Lakeshore Financial Planning
from 13F filings
Historical chart of Lakeshore Financial Planning investment in Southern Company
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Quarterly reported holdings in Southern Company by Lakeshore Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $779k | 8.2k | 94.78 |
| 2025-06-30 | $750k | 8.2k | 91.82 |
| 2025-03-31 | $746k | 8.1k | 91.96 |
| 2024-12-31 | $664k | 8.1k | 82.33 |
| 2024-09-30 | $723k | 8.0k | 90.20 |
| 2024-06-30 | $579k | 7.5k | 77.58 |
| 2024-03-31 | $532k | 7.4k | 71.76 |
| 2023-09-30 | $484k | 7.5k | 64.72 |
More positions owned by Lakeshore Financial Planning
View all positions for Lakeshore Financial Planning