Southern Company shares owned by Wealth Management Associates
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Wealth Management Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $514k | 5.4k | 94.77 |
| 2025-06-30 | $452k | 4.9k | 91.83 |
| 2025-03-31 | $441k | 4.8k | 91.95 |
| 2024-12-31 | $455k | 5.5k | 82.32 |
| 2024-09-30 | $543k | 6.0k | 90.18 |
| 2024-06-30 | $370k | 4.8k | 77.57 |
| 2024-03-31 | $370k | 4.8k | 77.57 |
| 2023-12-31 | $323k | 4.6k | 70.12 |
| 2023-09-30 | $296k | 4.6k | 64.72 |
| 2023-06-30 | $283k | 4.0k | 70.25 |
| 2023-03-31 | $283k | 4.1k | 69.58 |
| 2022-12-31 | $232k | 3.3k | 71.41 |
| 2022-09-30 | $255k | 3.8k | 68.00 |
| 2022-06-30 | $232k | 3.3k | 71.31 |
| 2022-03-31 | $236k | 3.3k | 72.51 |
| 2021-12-31 | $223k | 3.3k | 68.58 |
| 2021-09-30 | $201k | 3.3k | 61.97 |
| 2021-03-31 | $223k | 3.6k | 62.16 |
| 2020-12-31 | $220k | 3.6k | 61.43 |
More positions owned by Wealth Management Associates
View all positions for Wealth Management Associates