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Southern Company shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Southern Company (SO) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Southern Company

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All positions including Southern Company held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 27k 70.13
2023-12-31 $1.9M 27k 70.13
2023-09-30 $911k 14k 64.73
2023-06-30 $966k 14k 70.25
2023-03-31 $983k 14k 69.58
2022-12-31 $1.0M 15k 71.41
2022-09-30 $896k 13k 68.97
2022-06-30 $835k 12k 71.29
2022-03-31 $802k 11k 71.15
2021-12-31 $714k 11k 67.19