Southern Company shares owned by Whalen Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Whalen Wealth Management
from 13F filings
Historical chart of Whalen Wealth Management investment in Southern Company
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All positions including Southern Company held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Whalen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $238k | 2.5k | 94.77 |
| 2025-06-30 | $228k | 2.5k | 91.82 |
| 2025-03-31 | $227k | 2.5k | 91.95 |
| 2024-12-31 | $213k | 2.6k | 82.34 |
| 2024-09-30 | $231k | 2.6k | 90.17 |