Southern Company shares owned by waypoint wealth counsel
Quarter-by-quarter ownership of Southern Company (SO) shares owned by waypoint wealth counsel
from 13F filings
Historical chart of waypoint wealth counsel investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by waypoint wealth counsel consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by waypoint wealth counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $232k | 2.4k | 94.79 |
| 2025-06-30 | $250k | 2.7k | 91.83 |
| 2025-03-31 | $224k | 2.4k | 91.93 |
| 2024-12-31 | $201k | 2.4k | 82.34 |
| 2024-09-30 | $212k | 2.4k | 90.18 |