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 |
|---|---|---|---|
| 2024-09-30 | $223k | 2.5k | 90.17 |
| 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 |
| 2022-12-31 | $5.0k | 70 | 71.41 |
| 2022-09-30 | $14k | 200 | 68.00 |
| 2022-06-30 | $14k | 200 | 71.31 |
| 2022-03-31 | $15k | 200 | 72.51 |