Southern Company shares owned by Aventura Private Wealth
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Aventura Private Wealth
from 13F filings
Historical chart of Aventura Private Wealth investment in Southern Company
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Quarterly reported holdings in Southern Company by Aventura Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $627k | 7.2k | 87.20 |
| 2025-09-30 | $709k | 7.5k | 94.77 |
| 2025-06-30 | $741k | 8.1k | 91.83 |
| 2025-03-31 | $751k | 8.2k | 91.95 |
| 2024-12-31 | $612k | 7.4k | 82.32 |