Southern Company shares owned by Legacy Wealth Asset Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Legacy Wealth Asset Management
from 13F filings
Historical chart of Legacy Wealth Asset Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Legacy Wealth Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $844k | 8.9k | 94.77 |
| 2025-06-30 | $902k | 9.8k | 91.83 |
| 2025-03-31 | $908k | 9.9k | 91.95 |
| 2024-12-31 | $826k | 10k | 82.32 |
| 2024-06-30 | $790k | 10k | 77.57 |
| 2024-03-31 | $809k | 11k | 71.74 |
| 2023-12-31 | $783k | 11k | 70.12 |
| 2023-09-30 | $722k | 11k | 64.72 |
| 2023-06-30 | $784k | 11k | 70.25 |
| 2023-03-31 | $807k | 12k | 69.58 |
| 2022-12-31 | $827k | 12k | 71.41 |
| 2022-09-30 | $774k | 11k | 67.96 |
| 2022-06-30 | $1.0M | 14k | 71.32 |
| 2022-03-31 | $1.0M | 14k | 72.49 |
| 2021-12-31 | $954k | 14k | 68.59 |
| 2021-09-30 | $786k | 13k | 61.97 |
| 2021-06-30 | $759k | 13k | 60.48 |
| 2021-03-31 | $761k | 12k | 62.20 |
| 2020-12-31 | $734k | 12k | 61.45 |
More positions owned by Legacy Wealth Asset Management
View all positions for Legacy Wealth Asset Management