Southern Company shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in Southern Company
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Quarterly reported holdings in Southern Company by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.7M | 18k | 95.71 |
| 2026-03-31 | $557k | 5.8k | 96.51 |
| 2025-12-31 | $311k | 3.6k | 87.19 |
| 2025-09-30 | $496k | 5.2k | 94.77 |
| 2025-06-30 | $408k | 4.4k | 91.84 |
| 2025-03-31 | $418k | 4.5k | 91.94 |
| 2024-12-31 | $331k | 4.0k | 82.32 |
| 2024-09-30 | $402k | 4.5k | 90.20 |
| 2024-06-30 | $365k | 4.7k | 77.58 |
| 2024-03-31 | $335k | 4.7k | 71.73 |
| 2023-12-31 | $289k | 4.1k | 70.13 |
| 2023-09-30 | $248k | 3.8k | 64.72 |
| 2023-06-30 | $267k | 3.8k | 70.25 |
| 2023-03-31 | $252k | 3.6k | 69.58 |
| 2022-12-31 | $261k | 3.7k | 71.41 |
| 2022-09-30 | $231k | 3.4k | 68.08 |
| 2022-06-30 | $619k | 8.7k | 71.29 |
| 2022-03-31 | $655k | 9.0k | 72.48 |
| 2021-12-31 | $619k | 9.0k | 68.59 |
| 2021-09-30 | $552k | 8.7k | 63.22 |
| 2021-06-30 | $519k | 8.5k | 60.86 |
| 2021-03-31 | $470k | 7.6k | 61.67 |
| 2020-12-31 | $475k | 7.7k | 61.47 |
| 2020-09-30 | $344k | 6.4k | 54.17 |
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