Southern Company shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners investment in Southern Company
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Quarterly reported holdings in Southern Company by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 25k | 71.74 |
| 2023-12-31 | $1.7M | 25k | 70.12 |
| 2023-09-30 | $1.6M | 25k | 64.72 |
| 2023-06-30 | $1.6M | 23k | 70.25 |
| 2023-03-31 | $1.5M | 22k | 69.58 |
| 2022-12-31 | $1.5M | 21k | 71.41 |
| 2022-09-30 | $1.4M | 20k | 68.01 |
| 2022-06-30 | $1.4M | 20k | 72.24 |
| 2022-03-31 | $988k | 14k | 72.50 |
| 2021-12-31 | $858k | 13k | 68.59 |
| 2021-09-30 | $688k | 11k | 61.98 |
| 2021-06-30 | $493k | 8.2k | 60.46 |