Southern Company shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by WCG Wealth 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 WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 13k | 94.77 |
| 2025-06-30 | $1.1M | 12k | 91.83 |
| 2024-12-31 | $823k | 10k | 82.28 |