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Southern Company shares owned by MPS Loria Financial Planners

Quarter-by-quarter ownership of Southern Company (SO) shares owned by MPS Loria Financial Planners from 13F filings

Historical chart of MPS Loria Financial Planners investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by MPS Loria Financial Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by MPS Loria Financial Planners

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 2.4k 94.77
2025-06-30 $218k 2.4k 91.83
2025-03-31 $218k 2.4k 91.95
2021-03-31 $106k 1.7k 61.95
2020-12-31 $100k 1.7k 59.14
2020-09-30 $65k 1.2k 53.94
2020-06-30 $98k 1.9k 51.85
2017-06-30 $148k 3.0k 48.81