Southern Company shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $695k | 7.3k | 94.77 |
| 2025-06-30 | $678k | 7.4k | 91.83 |
| 2025-03-31 | $676k | 7.4k | 91.96 |
| 2024-12-31 | $1.2M | 15k | 82.32 |
| 2024-09-30 | $337k | 3.7k | 90.19 |
| 2024-06-30 | $290k | 3.7k | 77.57 |
| 2024-03-31 | $276k | 3.8k | 71.75 |
| 2023-12-31 | $257k | 3.7k | 70.13 |
| 2023-09-30 | $250k | 3.9k | 64.72 |
| 2023-06-30 | $298k | 4.2k | 70.26 |
| 2023-03-31 | $339k | 2.8k | 119.73 |
| 2022-12-31 | $361k | 5.1k | 71.41 |
| 2022-09-30 | $338k | 4.9k | 68.59 |
| 2022-06-30 | $356k | 4.9k | 73.43 |
| 2022-03-31 | $371k | 5.1k | 72.57 |
| 2021-12-31 | $314k | 4.6k | 68.83 |