Southern Company shares owned by Waterford Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Waterford Advisors
from 13F filings
Historical chart of Waterford Advisors investment in Southern Company
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All positions including Southern Company held by Waterford Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Waterford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $222k | 3.1k | 71.74 |
| 2023-09-30 | $212k | 3.3k | 64.72 |
| 2023-06-30 | $248k | 3.5k | 70.14 |
| 2023-03-31 | $246k | 3.5k | 69.57 |
| 2022-12-31 | $253k | 3.5k | 71.55 |