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Southern Company shares owned by Rockline Wealth Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Rockline Wealth Management from 13F filings

Historical chart of Rockline Wealth Management investment in Southern Company

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All positions including Southern Company held by Rockline Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Rockline Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 33k 94.77
2025-06-30 $3.1M 33k 91.83
2025-03-31 $3.0M 33k 91.95
2024-12-31 $2.6M 32k 82.32
2024-09-30 $2.7M 30k 90.18
2024-06-30 $2.2M 29k 77.57
2024-03-31 $2.0M 29k 71.74
2023-12-31 $1.9M 28k 70.12