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
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Ascent Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 25k | 90.18 |
| 2024-06-30 | $1.9M | 25k | 77.57 |
| 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 |