Southern Company shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.5M | 105k | 71.74 |
| 2023-12-31 | $6.6M | 94k | 70.12 |
| 2023-09-30 | $6.0M | 93k | 64.72 |
| 2023-06-30 | $6.5M | 92k | 70.25 |
| 2023-03-31 | $6.3M | 91k | 69.58 |
| 2022-12-31 | $6.1M | 85k | 71.41 |
| 2022-09-30 | $5.4M | 79k | 68.00 |
| 2022-06-30 | $5.5M | 77k | 71.31 |
| 2022-03-31 | $5.1M | 71k | 72.51 |
| 2021-12-31 | $4.3M | 63k | 68.57 |
| 2021-09-30 | $3.7M | 59k | 61.97 |
| 2021-06-30 | $3.5M | 58k | 60.51 |
| 2021-03-31 | $3.6M | 57k | 62.17 |
| 2020-12-31 | $3.3M | 53k | 61.43 |
| 2020-09-30 | $2.8M | 52k | 54.22 |
| 2020-06-30 | $232k | 4.5k | 51.86 |
| 2020-03-31 | $240k | 4.4k | 54.12 |
| 2019-12-31 | $286k | 4.5k | 63.68 |