Southern Company shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Southern Company
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Quarterly reported holdings in Southern Company by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $4.1M | 43k | 95.71 |
| 2026-03-31 | $821k | 8.5k | 96.52 |
| 2025-12-31 | $714k | 8.2k | 87.20 |
| 2025-09-30 | $855k | 9.0k | 94.77 |
| 2025-06-30 | $1.4M | 15k | 91.83 |
| 2025-03-31 | $363k | 3.9k | 91.95 |
| 2024-09-30 | $277k | 3.1k | 90.18 |
| 2024-06-30 | $2.2M | 28k | 77.57 |
| 2024-03-31 | $1.9M | 26k | 71.74 |
| 2023-06-30 | $677k | 9.6k | 70.25 |
| 2023-03-31 | $671k | 9.6k | 69.58 |
| 2022-12-31 | $690k | 9.7k | 71.41 |
| 2022-09-30 | $655k | 9.6k | 67.99 |
| 2022-06-30 | $687k | 9.6k | 71.31 |
| 2022-03-31 | $699k | 9.6k | 72.56 |
| 2021-12-31 | $661k | 9.6k | 68.61 |