Southern Company shares owned by Waterford Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Waterford Advisors
from 13F filings
Historical chart of Waterford Advisors investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Waterford 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 Waterford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $253k | 2.7k | 94.77 |
| 2025-06-30 | $245k | 352k | 0.70 |
| 2025-03-31 | $246k | 2.7k | 91.95 |
| 2024-12-31 | $220k | 2.7k | 82.32 |
| 2024-09-30 | $241k | 2.7k | 90.18 |
| 2024-06-30 | $240k | 3.1k | 77.57 |
| 2024-03-31 | $222k | 3.1k | 71.74 |
| 2023-09-30 | $212k | 3.3k | 64.72 |
| 2023-06-30 | $248k | 3.5k | 70.14 |
| 2023-03-31 | $246k | 3.5k | 69.57 |
| 2022-12-31 | $253k | 3.5k | 71.55 |