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Southern Company shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.6k 18 87.22
2019-03-31 $41k 800 51.25
2018-12-31 $35k 800 43.75
2018-09-30 $39k 900 43.33
2018-06-30 $42k 900 46.67
2018-03-31 $40k 900 44.44
2017-12-31 $40k 900 44.44
2017-09-30 $44k 900 48.89
2017-06-30 $48k 1.0k 48.00
2017-03-31 $15k 300 50.00
2016-12-31 $15k 300 50.00