Southern Company shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner Wealth Management investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Wagner Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $888k | 9.4k | 94.77 |
| 2025-06-30 | $871k | 9.5k | 91.83 |
| 2025-03-31 | $807k | 8.8k | 91.95 |
| 2024-12-31 | $702k | 8.5k | 82.32 |
| 2024-09-30 | $693k | 7.7k | 90.18 |
| 2024-06-30 | $772k | 10k | 77.57 |
| 2024-03-31 | $638k | 8.9k | 71.74 |
| 2023-12-31 | $666k | 9.5k | 70.12 |
| 2023-09-30 | $578k | 8.9k | 64.72 |
| 2023-06-30 | $575k | 8.2k | 70.25 |
| 2023-03-31 | $575k | 8.3k | 69.58 |
| 2022-12-31 | $512k | 7.2k | 71.41 |
| 2022-09-30 | $353k | 5.2k | 67.92 |
| 2022-06-30 | $483k | 6.8k | 71.31 |
| 2022-03-31 | $447k | 6.2k | 72.46 |
| 2021-12-31 | $422k | 6.2k | 68.55 |
| 2021-09-30 | $359k | 5.8k | 62.37 |
| 2021-06-30 | $348k | 5.7k | 60.56 |
| 2021-03-31 | $356k | 5.7k | 62.18 |
| 2020-12-31 | $335k | 5.5k | 61.47 |
| 2018-09-30 | $325k | 7.5k | 43.62 |
| 2018-06-30 | $337k | 7.3k | 46.25 |
| 2018-03-31 | $188k | 4.2k | 44.76 |
| 2017-12-31 | $281k | 6.2k | 45.18 |