Southern Company shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $185k | 2.4k | 77.57 |
| 2024-03-31 | $176k | 2.4k | 71.73 |
| 2023-09-30 | $147k | 2.3k | 64.71 |
| 2023-06-30 | $174k | 2.5k | 70.24 |
| 2023-03-31 | $180k | 2.6k | 69.58 |