Southern Company shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $291k | 3.1k | 94.77 |
| 2025-06-30 | $247k | 2.7k | 91.83 |
| 2025-03-31 | $266k | 2.9k | 91.95 |
| 2024-12-31 | $238k | 2.9k | 82.32 |
| 2024-09-30 | $284k | 3.2k | 90.18 |
| 2024-06-30 | $244k | 3.1k | 77.57 |
| 2024-03-31 | $219k | 3.1k | 71.74 |
| 2023-12-31 | $239k | 3.4k | 70.12 |
| 2023-09-30 | $237k | 3.7k | 64.72 |
| 2023-06-30 | $234k | 3.3k | 70.25 |
| 2023-03-31 | $225k | 3.2k | 69.58 |
| 2022-12-31 | $225k | 3.2k | 71.41 |
| 2022-09-30 | $210k | 3.1k | 68.14 |
| 2022-06-30 | $209k | 2.9k | 71.23 |
| 2022-03-31 | $268k | 3.7k | 72.61 |
| 2021-12-31 | $250k | 3.6k | 68.57 |
| 2021-09-30 | $212k | 3.4k | 61.66 |
| 2021-03-31 | $230k | 3.7k | 62.13 |
| 2020-12-31 | $223k | 3.6k | 61.55 |