Southern Company shares owned by Plan Group Financial
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Plan Group Financial
from 13F filings
Historical chart of Plan Group Financial investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Plan Group Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Plan Group Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 13k | 90.18 |
| 2024-06-30 | $916k | 12k | 77.57 |
| 2024-03-31 | $506k | 7.1k | 71.74 |
| 2023-12-31 | $344k | 4.9k | 70.12 |
| 2023-09-30 | $450k | 7.0k | 64.72 |
| 2022-06-30 | $295k | 4.1k | 71.32 |