Southern Company shares owned by Wealth Dimensions Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Wealth Dimensions Group
from 13F filings
Historical chart of Wealth Dimensions Group investment in Southern Company
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Quarterly reported holdings in Southern Company by Wealth Dimensions Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $706k | 7.8k | 90.18 |
| 2024-06-30 | $612k | 7.9k | 77.57 |
| 2024-03-31 | $611k | 8.5k | 71.74 |
| 2023-12-31 | $608k | 8.7k | 70.12 |
| 2023-09-30 | $560k | 8.7k | 64.72 |
| 2023-06-30 | $605k | 8.6k | 70.25 |
| 2023-03-31 | $600k | 8.6k | 69.58 |
| 2022-12-31 | $557k | 7.8k | 71.41 |
| 2022-09-30 | $525k | 7.7k | 68.06 |
| 2022-06-30 | $551k | 7.7k | 71.28 |
| 2022-03-31 | $560k | 7.7k | 72.53 |
| 2021-12-31 | $529k | 7.7k | 68.60 |
| 2021-09-30 | $480k | 7.7k | 62.03 |
| 2021-06-30 | $468k | 7.7k | 60.48 |
| 2021-03-31 | $481k | 7.7k | 62.16 |
| 2020-12-31 | $475k | 7.7k | 61.39 |