SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY »

Southern Company shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter-by-quarter ownership of Southern Company (SO) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY from 13F filings

Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter filed Position value Share count Share price at filing
2025-12-31 $434k 4.9k 88.90
2025-09-30 $447k 4.9k 91.52
2025-06-30 $462k 4.9k 94.68
2025-03-31 $469k 5.1k 91.95
2024-12-31 $702k 8.5k 82.32