Southern Company shares owned by Valued Retirements
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Valued Retirements
from 13F filings
Historical chart of Valued Retirements investment in Southern Company
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Quarterly reported holdings in Southern Company by Valued Retirements
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $485k | 5.3k | 91.82 |
| 2025-06-30 | $485k | 5.3k | 91.82 |
| 2025-03-31 | $448k | 4.9k | 91.95 |
| 2024-12-31 | $409k | 5.0k | 82.32 |
| 2024-09-30 | $447k | 5.0k | 90.18 |
| 2024-06-30 | $323k | 4.2k | 77.58 |
| 2024-03-31 | $445k | 6.2k | 71.74 |
| 2023-12-31 | $434k | 6.2k | 70.12 |