Southern Company shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $690k | 9.6k | 71.74 |
| 2023-12-31 | $1.4M | 21k | 70.12 |
| 2023-09-30 | $1.3M | 20k | 64.72 |
| 2023-06-30 | $1.4M | 20k | 70.25 |
| 2023-03-31 | $1.6M | 22k | 69.58 |
| 2022-12-31 | $1.4M | 23k | 62.16 |
| 2022-09-30 | $1.6M | 24k | 68.01 |
| 2022-06-30 | $1.7M | 24k | 71.31 |
| 2022-03-31 | $1.8M | 24k | 72.52 |
| 2021-12-31 | $1.6M | 23k | 68.59 |
| 2021-06-30 | $1.4M | 23k | 60.51 |
| 2021-03-31 | $1.4M | 23k | 62.16 |
| 2020-12-31 | $1.4M | 23k | 61.44 |
| 2020-09-30 | $1.2M | 23k | 54.23 |
| 2020-06-30 | $1.3M | 25k | 51.84 |
| 2020-03-31 | $1.3M | 21k | 63.69 |
| 2019-12-31 | $1.3M | 21k | 63.69 |