Southern Company shares owned by Wealth Alliance
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in Southern Company
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Quarterly reported holdings in Southern Company by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $733k | 7.7k | 94.77 |
| 2025-06-30 | $811k | 8.8k | 91.83 |
| 2025-03-31 | $983k | 11k | 91.95 |
| 2024-12-31 | $881k | 11k | 82.32 |
| 2024-09-30 | $965k | 11k | 90.18 |
| 2024-06-30 | $1.2M | 16k | 77.57 |
| 2024-03-31 | $1.3M | 18k | 71.74 |
| 2023-12-31 | $1.3M | 18k | 70.12 |
| 2023-09-30 | $1.2M | 18k | 64.72 |
| 2023-06-30 | $1.2M | 18k | 70.25 |
| 2023-03-31 | $1.2M | 18k | 69.58 |
| 2022-12-31 | $1.2M | 17k | 71.41 |
| 2022-09-30 | $1.1M | 16k | 67.97 |
| 2022-06-30 | $1.1M | 16k | 71.34 |
| 2022-03-31 | $1.3M | 18k | 72.54 |
| 2021-12-31 | $1.2M | 18k | 68.57 |
| 2021-09-30 | $998k | 16k | 61.96 |
| 2021-06-30 | $972k | 16k | 60.53 |
| 2021-03-31 | $816k | 13k | 62.16 |
| 2020-12-31 | $892k | 15k | 61.45 |
| 2020-09-30 | $633k | 12k | 54.21 |
| 2020-06-30 | $558k | 11k | 51.81 |
| 2020-03-31 | $423k | 7.8k | 54.20 |