Southern Company shares owned by White Lighthouse Investment Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by White Lighthouse Investment Management
from 13F filings
Historical chart of White Lighthouse Investment Management investment in Southern Company
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Quarterly reported holdings in Southern Company by White Lighthouse Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $778k | 8.2k | 94.77 |
| 2025-06-30 | $754k | 8.2k | 91.83 |
| 2025-03-31 | $750k | 8.2k | 91.95 |
| 2024-12-31 | $842k | 10k | 82.32 |
| 2024-09-30 | $923k | 10k | 90.18 |
| 2024-06-30 | $1.1M | 14k | 77.57 |
| 2024-03-31 | $1.0M | 14k | 71.74 |
| 2023-12-31 | $988k | 14k | 70.12 |
| 2023-09-30 | $912k | 14k | 64.72 |
| 2023-06-30 | $990k | 14k | 70.25 |
| 2023-03-31 | $981k | 14k | 69.58 |
| 2022-12-31 | $1.0M | 14k | 71.41 |
| 2022-09-30 | $958k | 14k | 67.97 |
| 2022-06-30 | $996k | 14k | 71.28 |
| 2022-03-31 | $1.0M | 14k | 72.52 |
| 2021-12-31 | $959k | 14k | 68.59 |
| 2021-09-30 | $866k | 14k | 61.97 |
| 2021-06-30 | $855k | 14k | 60.54 |
| 2021-03-31 | $878k | 14k | 62.16 |
| 2020-12-31 | $868k | 14k | 61.46 |
| 2020-09-30 | $793k | 15k | 54.23 |
| 2020-06-30 | $758k | 15k | 51.83 |
| 2020-03-31 | $575k | 11k | 54.12 |
| 2019-12-31 | $667k | 11k | 63.68 |
| 2019-09-30 | $437k | 7.1k | 61.78 |
| 2019-06-30 | $371k | 6.7k | 55.33 |
| 2019-03-31 | $378k | 7.3k | 51.75 |
| 2018-12-31 | $364k | 8.3k | 43.92 |
| 2018-09-30 | $324k | 7.4k | 43.61 |
| 2018-06-30 | $388k | 8.4k | 46.30 |
| 2018-03-31 | $374k | 8.4k | 44.63 |
| 2017-12-31 | $403k | 8.4k | 48.09 |
More positions owned by White Lighthouse Investment Management
View all positions for White Lighthouse Investment Management