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Southern Company shares owned by Biltmore Wealth Management

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

Historical chart of Biltmore Wealth Management investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Biltmore Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $223k 3.2k 70.11
2023-09-30 $206k 3.2k 64.72
2023-06-30 $223k 3.2k 70.26
2023-03-31 $221k 3.2k 69.58
2022-12-31 $227k 3.2k 71.41
2022-09-30 $215k 3.2k 67.84
2022-06-30 $226k 3.2k 71.36
2022-03-31 $229k 3.2k 72.38
2021-12-31 $217k 3.2k 68.63