Southern Company shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Southern Company
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Quarterly reported holdings in Southern Company by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $998k | 11k | 94.77 |
| 2025-06-30 | $988k | 11k | 91.83 |
| 2025-03-31 | $1.1M | 12k | 91.95 |
| 2024-12-31 | $981k | 12k | 82.32 |
| 2024-09-30 | $1.0M | 11k | 90.18 |
| 2024-06-30 | $858k | 11k | 77.57 |
| 2024-03-31 | $738k | 10k | 71.74 |
| 2023-12-31 | $647k | 9.2k | 70.12 |
| 2023-09-30 | $604k | 9.3k | 64.72 |
| 2023-06-30 | $675k | 9.6k | 70.25 |
| 2023-03-31 | $662k | 9.5k | 69.58 |
| 2022-12-31 | $677k | 9.5k | 71.41 |
| 2022-09-30 | $694k | 10k | 68.04 |