Southern Company shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth investment in Southern Company
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Quarterly reported holdings in Southern Company by Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $27k | 314 | 87.20 |
| 2025-09-30 | $30k | 314 | 94.77 |
| 2025-06-30 | $29k | 314 | 91.83 |
| 2025-03-31 | $29k | 314 | 91.95 |
| 2024-12-31 | $26k | 314 | 82.32 |
| 2024-09-30 | $28k | 314 | 90.18 |
| 2024-06-30 | $26k | 314 | 81.31 |
| 2024-03-31 | $23k | 314 | 71.74 |
| 2023-12-31 | $22k | 314 | 70.12 |
| 2023-09-30 | $20k | 314 | 64.72 |
| 2023-06-30 | $22k | 314 | 70.25 |
| 2023-03-31 | $22k | 314 | 69.58 |
| 2022-09-30 | $6.0k | 89 | 67.42 |
| 2022-06-30 | $4.0k | 57 | 70.18 |
More positions owned by Morton Brown Family Wealth
View all positions for Morton Brown Family Wealth