Southern Company shares owned by Summit Financial
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Southern Company
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Quarterly reported holdings in Southern Company by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $698k | 9.7k | 71.74 |
| 2023-12-31 | $704k | 10k | 70.12 |
| 2023-09-30 | $649k | 10k | 64.72 |
| 2023-06-30 | $733k | 10k | 70.25 |
| 2023-03-31 | $726k | 10k | 69.58 |
| 2022-12-31 | $745k | 10k | 71.42 |
| 2022-09-30 | $709k | 10k | 67.96 |
| 2022-06-30 | $800k | 11k | 71.33 |
| 2022-03-31 | $814k | 11k | 72.52 |
| 2021-12-31 | $783k | 11k | 68.60 |
| 2021-09-30 | $707k | 11k | 61.93 |
| 2021-06-30 | $691k | 11k | 60.49 |
| 2021-03-31 | $690k | 11k | 62.20 |
| 2020-12-31 | $709k | 12k | 61.42 |
| 2020-09-30 | $625k | 12k | 54.26 |
| 2020-06-30 | $547k | 11k | 51.86 |
| 2020-03-31 | $576k | 11k | 54.14 |
| 2019-12-31 | $678k | 11k | 63.73 |
| 2019-09-30 | $686k | 11k | 61.78 |
| 2019-06-30 | $571k | 10k | 55.28 |
| 2019-03-31 | $536k | 10k | 51.72 |
| 2018-12-31 | $455k | 10k | 43.91 |
| 2018-09-30 | $452k | 10k | 43.62 |
| 2018-06-30 | $479k | 10k | 46.33 |
| 2018-03-31 | $471k | 11k | 44.69 |
| 2017-12-31 | $393k | 8.2k | 48.09 |
| 2017-09-30 | $456k | 9.3k | 49.11 |
| 2017-06-30 | $411k | 8.6k | 47.89 |