Southern Company shares owned by Ledgewood Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Ledgewood Wealth Advisors
from 13F filings
Historical chart of Ledgewood Wealth Advisors investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Ledgewood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by Ledgewood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $252k | 2.9k | 87.19 |
| 2025-09-30 | $274k | 2.9k | 94.76 |
| 2025-06-30 | $266k | 2.9k | 91.82 |
| 2025-03-31 | $266k | 2.9k | 91.94 |
| 2024-12-31 | $238k | 2.9k | 82.31 |
| 2024-09-30 | $261k | 2.9k | 90.17 |