Southern Company shares owned by Bay Harbor Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Bay Harbor Wealth Management
from 13F filings
Historical chart of Bay Harbor Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Bay Harbor Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2k | 44 | 94.75 |
| 2025-06-30 | $3.1k | 34 | 91.82 |
| 2025-03-31 | $1.7k | 19 | 91.95 |
| 2021-09-30 | $4.0k | 71 | 56.34 |
| 2021-06-30 | $23k | 385 | 59.74 |
| 2021-03-31 | $60k | 969 | 61.92 |
| 2020-12-31 | $98k | 1.6k | 61.67 |
| 2020-09-30 | $142k | 2.6k | 54.34 |
| 2020-06-30 | $204k | 3.9k | 51.75 |
| 2020-03-31 | $152k | 2.8k | 54.05 |
| 2019-12-31 | $228k | 3.6k | 63.60 |
| 2019-09-30 | $278k | 4.5k | 61.97 |
| 2019-06-30 | $331k | 6.0k | 55.34 |
| 2019-03-31 | $325k | 6.3k | 51.69 |
| 2018-12-31 | $252k | 5.7k | 43.98 |
More positions owned by Bay Harbor Wealth Management
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