Southern Company shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $553k | 5.8k | 94.77 |
| 2025-06-30 | $493k | 5.4k | 91.83 |
| 2025-03-31 | $494k | 5.4k | 91.94 |
| 2024-12-31 | $448k | 5.4k | 82.31 |
| 2024-09-30 | $472k | 5.2k | 90.18 |
| 2024-06-30 | $422k | 5.4k | 77.56 |
| 2024-03-31 | $383k | 5.3k | 71.74 |
| 2023-12-31 | $356k | 5.1k | 70.12 |
| 2023-09-30 | $337k | 5.2k | 64.71 |
| 2023-06-30 | $357k | 5.1k | 70.25 |
| 2023-03-31 | $354k | 5.1k | 69.59 |
| 2022-12-31 | $266k | 3.7k | 71.41 |
| 2022-09-30 | $268k | 3.9k | 68.04 |
| 2022-06-30 | $281k | 3.9k | 71.37 |
| 2022-03-31 | $264k | 3.6k | 72.63 |
| 2021-12-31 | $249k | 3.6k | 68.54 |
| 2021-09-30 | $225k | 3.6k | 61.97 |
| 2021-06-30 | $220k | 3.6k | 60.62 |
| 2021-03-31 | $225k | 3.6k | 62.09 |
| 2020-12-31 | $214k | 3.5k | 61.35 |