Southern Company shares owned by LMG Wealth Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by LMG Wealth Partners
from 13F filings
Historical chart of LMG Wealth Partners investment in Southern Company
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Quarterly reported holdings in Southern Company by LMG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 19k | 94.77 |
| 2025-06-30 | $1.9M | 21k | 91.83 |
| 2025-03-31 | $1.8M | 20k | 91.95 |
| 2024-12-31 | $1.6M | 20k | 82.32 |
| 2024-09-30 | $1.8M | 20k | 90.18 |
| 2024-06-30 | $1.5M | 19k | 77.57 |
| 2024-03-31 | $1.3M | 18k | 71.74 |
| 2023-12-31 | $1.2M | 17k | 70.12 |
| 2023-09-30 | $953k | 15k | 64.72 |
| 2023-06-30 | $872k | 12k | 70.25 |
| 2023-03-31 | $797k | 11k | 69.58 |
| 2022-12-31 | $234k | 3.3k | 70.05 |