Southern Company shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 14k | 94.77 |
| 2025-06-30 | $1.2M | 13k | 91.83 |
| 2025-03-31 | $1.3M | 14k | 91.95 |
| 2024-12-31 | $1.1M | 13k | 82.32 |
| 2024-09-30 | $1.1M | 13k | 90.18 |
| 2024-06-30 | $884k | 11k | 77.57 |
| 2024-03-31 | $524k | 7.3k | 71.74 |
| 2023-12-31 | $440k | 6.3k | 70.12 |
| 2023-09-30 | $401k | 6.2k | 64.72 |
| 2023-06-30 | $433k | 6.2k | 70.25 |
| 2023-03-31 | $308k | 4.4k | 69.57 |
| 2022-12-31 | $289k | 4.1k | 71.42 |
| 2022-09-30 | $228k | 3.4k | 68.02 |
| 2021-09-30 | $1.7M | 27k | 61.97 |
| 2020-09-30 | $211k | 3.9k | 54.10 |
| 2020-03-31 | $314k | 5.8k | 54.06 |
| 2019-12-31 | $366k | 5.7k | 63.74 |
| 2019-09-30 | $353k | 5.7k | 61.73 |
| 2019-06-30 | $336k | 6.1k | 55.22 |
| 2019-03-31 | $260k | 5.0k | 51.59 |
| 2018-12-31 | $226k | 5.1k | 44.01 |
| 2018-09-30 | $223k | 5.1k | 43.54 |
| 2018-06-30 | $369k | 8.0k | 46.36 |
| 2018-03-31 | $308k | 6.9k | 44.61 |
| 2017-12-31 | $350k | 7.3k | 48.09 |
| 2017-09-30 | $309k | 6.3k | 49.16 |
| 2017-06-30 | $301k | 6.3k | 47.89 |
| 2017-03-31 | $301k | 6.1k | 49.74 |
| 2016-12-31 | $290k | 5.9k | 49.19 |
| 2016-09-30 | $287k | 5.6k | 51.29 |
| 2016-06-30 | $294k | 5.5k | 53.63 |
| 2016-03-31 | $278k | 5.4k | 51.65 |
| 2015-12-31 | $322k | 6.9k | 46.79 |
| 2015-09-30 | $308k | 6.9k | 44.75 |