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Southern Company shares owned by Wealthquest

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Wealthquest from 13F filings

Historical chart of Wealthquest investment in Southern Company

Jan 2024Feb 2024Mar 2024Apr 2024May 2024Jun 2024Jul 2024205k210k215k220k290029503000
Value ($)Share countHistorical SO position of Wealthquest Source: stockzoa.comValue ($)Share count

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All positions including Southern Company held by Wealthquest consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Wealthquest

Quarter filed Position value Share count Share price at filing
2024-06-30 $222k 2.9k 77.57
2024-03-31 $206k 2.9k 71.74
2023-12-31 $213k 3.0k 70.12