Southern Company shares owned by Mosaic Family Wealth Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Mosaic Family Wealth Partners
from 13F filings
Historical chart of Mosaic Family Wealth Partners investment in Southern Company
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Quarterly reported holdings in Southern Company by Mosaic Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $738k | 7.9k | 93.92 |
| 2025-06-30 | $584k | 6.4k | 91.83 |
| 2025-03-31 | $601k | 6.5k | 91.96 |
| 2024-12-31 | $527k | 6.4k | 82.32 |
| 2024-09-30 | $588k | 6.5k | 90.19 |
| 2024-06-30 | $497k | 6.4k | 77.57 |
| 2024-03-31 | $458k | 6.4k | 71.74 |
| 2023-12-31 | $447k | 6.4k | 70.12 |
| 2023-09-30 | $422k | 6.5k | 64.72 |
| 2023-06-30 | $458k | 6.5k | 70.25 |
| 2023-03-31 | $440k | 6.3k | 69.58 |
| 2022-12-31 | $488k | 6.8k | 71.41 |
More positions owned by Mosaic Family Wealth Partners
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