Southern Company shares owned by Wealthspan Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Wealthspan Partners
from 13F filings
Historical chart of Wealthspan Partners investment in Southern Company
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Quarterly reported holdings in Southern Company by Wealthspan Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $390k | 4.1k | 94.78 |
| 2025-06-30 | $378k | 4.1k | 91.83 |
| 2025-03-31 | $399k | 4.3k | 91.95 |
| 2024-12-31 | $357k | 4.3k | 82.31 |
| 2024-09-30 | $395k | 4.4k | 90.18 |
| 2024-06-30 | $340k | 4.4k | 77.56 |
| 2024-03-31 | $314k | 4.4k | 71.74 |
| 2023-12-31 | $294k | 4.2k | 70.12 |
| 2023-09-30 | $225k | 3.5k | 64.72 |
| 2023-06-30 | $251k | 3.6k | 70.25 |
| 2023-03-31 | $248k | 3.6k | 69.58 |
| 2022-12-31 | $254k | 3.6k | 71.41 |
| 2022-09-30 | $242k | 3.6k | 67.98 |
| 2022-06-30 | $210k | 3.0k | 71.19 |
| 2022-03-31 | $223k | 3.1k | 72.59 |
| 2021-12-31 | $210k | 3.1k | 68.43 |