Southern Company shares owned by Lineweaver Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Lineweaver Wealth Advisors
from 13F filings
Historical chart of Lineweaver Wealth Advisors investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Lineweaver Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by Lineweaver Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.0M | 23k | 87.20 |
| 2025-09-30 | $2.0M | 21k | 94.77 |
| 2025-06-30 | $1.9M | 20k | 91.83 |
| 2025-03-31 | $1.7M | 18k | 91.94 |
| 2024-12-31 | $1.3M | 16k | 82.34 |
| 2024-09-30 | $1.3M | 15k | 90.18 |
| 2024-06-30 | $1.1M | 14k | 77.59 |
| 2024-03-31 | $994k | 14k | 71.73 |
| 2023-12-31 | $836k | 12k | 70.17 |
| 2023-09-30 | $409k | 6.3k | 64.72 |
More positions owned by Lineweaver Wealth Advisors
View all positions for Lineweaver Wealth Advisors