Southern Company shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of Southern Company (SO) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants investment in Southern Company
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Quarterly reported holdings in Southern Company by MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $442k | 4.7k | 94.78 |
| 2025-06-30 | $420k | 4.6k | 91.84 |
| 2025-03-31 | $403k | 4.4k | 91.94 |
| 2024-12-31 | $317k | 3.9k | 82.06 |
| 2024-09-30 | $325k | 3.6k | 90.17 |
| 2024-06-30 | $282k | 3.6k | 78.11 |
| 2024-03-31 | $259k | 3.6k | 71.73 |
| 2023-12-31 | $254k | 3.7k | 69.18 |
| 2023-09-30 | $243k | 3.6k | 66.53 |
| 2023-06-30 | $246k | 3.4k | 71.60 |
| 2023-03-31 | $210k | 1.9k | 109.66 |
| 2022-12-31 | $138k | 1.9k | 72.06 |
| 2022-09-30 | $101k | 1.4k | 69.85 |
| 2022-06-30 | $79k | 1.1k | 71.69 |
| 2022-03-31 | $77k | 1.1k | 72.16 |
| 2021-12-31 | $53k | 775 | 68.39 |
| 2021-09-30 | $29k | 465 | 62.37 |
| 2021-06-30 | $24k | 397 | 60.45 |
| 2021-03-31 | $21k | 345 | 60.87 |
| 2019-12-31 | $11k | 168 | 65.48 |
| 2019-09-30 | $10k | 168 | 59.52 |
| 2019-06-30 | $18k | 333 | 54.05 |