Southern Company shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $63M | 652k | 96.42 |
| 2025-06-30 | $56M | 608k | 91.51 |
| 2025-03-31 | $50M | 540k | 91.95 |
| 2024-12-31 | $35M | 387k | 90.18 |
| 2024-06-30 | $28M | 356k | 77.57 |
| 2024-03-31 | $23M | 323k | 71.74 |
| 2023-12-31 | $22M | 310k | 70.12 |
| 2023-09-30 | $28M | 430k | 64.72 |
| 2023-06-30 | $358k | 5.1k | 70.26 |
| 2023-03-31 | $393k | 5.6k | 69.58 |
| 2022-12-31 | $4.6M | 68k | 67.43 |
| 2022-09-30 | $2.8M | 44k | 64.11 |
| 2020-06-30 | $6.9M | 249k | 27.52 |
| 2019-12-31 | $1.2M | 20k | 63.69 |
| 2017-09-30 | $894k | 18k | 49.60 |
| 2017-03-31 | $2.2M | 45k | 49.62 |
| 2016-12-31 | $865k | 18k | 49.16 |
More positions owned by Wealth Enhancement Advisory Services
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