Southern Company shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Southern Company
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Quarterly reported holdings in Southern Company by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $206k | 2.2k | 95.51 |
| 2025-03-31 | $212k | 2.4k | 89.85 |
| 2024-09-30 | $223k | 2.4k | 92.30 |
| 2024-06-30 | $256k | 3.3k | 78.43 |
| 2024-03-31 | $245k | 3.6k | 67.76 |
| 2023-12-31 | $239k | 3.5k | 68.78 |
| 2023-09-30 | $226k | 3.4k | 66.45 |
| 2023-06-30 | $233k | 3.3k | 70.26 |
| 2023-03-31 | $271k | 3.7k | 74.10 |
| 2022-12-31 | $235k | 3.5k | 67.13 |
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