Southern Company shares owned by Retirement Planning Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in Southern Company
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All positions including Southern Company held by Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 24k | 94.77 |
| 2025-06-30 | $475k | 5.2k | 91.83 |
| 2025-03-31 | $479k | 5.2k | 91.94 |
| 2024-12-31 | $410k | 5.0k | 82.32 |
| 2024-09-30 | $446k | 4.9k | 90.18 |
| 2024-06-30 | $414k | 5.3k | 77.57 |
| 2024-03-31 | $358k | 5.0k | 71.74 |
| 2023-06-30 | $201k | 2.9k | 70.26 |
| 2012-12-31 | $34k | 798 | 42.61 |
| 2012-09-30 | $37k | 798 | 46.37 |
| 2012-06-30 | $37k | 798 | 46.37 |
| 2012-03-31 | $36k | 798 | 45.11 |
| 2011-12-31 | $37k | 798 | 46.37 |
| 2011-09-30 | $34k | 798 | 42.61 |
| 2010-12-31 | $42k | 1.1k | 37.30 |