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Southern Company shares owned by Measured Wealth Private Client Group

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Measured Wealth Private Client Group from 13F filings

Historical chart of Measured Wealth Private Client Group investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Measured Wealth Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Measured Wealth Private Client Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $177k 2.0k 87.20
2025-09-30 $195k 2.1k 94.77
2022-03-31 $210k 2.9k 72.49
2021-12-31 $203k 3.0k 68.42
2021-03-31 $201k 3.2k 62.23
2020-09-30 $214k 3.9k 54.31
2020-06-30 $221k 4.3k 51.85
2020-03-31 $215k 4.0k 54.05
2019-12-31 $427k 6.7k 63.66
2019-09-30 $506k 8.2k 61.74
2019-06-30 $924k 17k 55.25
2019-03-31 $958k 19k 51.66
2018-12-31 $659k 15k 43.93
2018-09-30 $818k 19k 43.46
2018-06-30 $852k 18k 46.30
2017-09-30 $1.0M 21k 49.16