Southern Company shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.1M | 47k | 87.20 |
| 2025-09-30 | $4.5M | 47k | 94.77 |
| 2025-06-30 | $4.4M | 48k | 91.83 |
| 2025-03-31 | $5.6M | 61k | 91.95 |
| 2024-12-31 | $289k | 3.5k | 82.32 |
| 2024-09-30 | $228k | 2.5k | 90.17 |
| 2023-06-30 | $218k | 3.1k | 70.27 |
| 2022-09-30 | $234k | 3.4k | 67.89 |
| 2022-06-30 | $248k | 3.5k | 71.31 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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