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Southern Company shares owned by BT Wealth Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by BT Wealth Management from 13F filings

Historical chart of BT Wealth Management investment in Southern Company

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All positions including Southern Company held by BT Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by BT Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $928k 13k 71.30
2022-03-31 $944k 13k 72.53
2021-12-31 $897k 13k 68.60
2021-09-30 $437k 7.1k 61.98
2021-06-30 $427k 7.1k 60.56
2021-03-31 $438k 7.1k 62.12
2020-12-31 $433k 7.1k 61.41
2020-09-30 $384k 7.1k 54.24
2020-06-30 $682k 13k 51.86
2020-03-31 $753k 14k 54.17
2019-12-31 $1.1M 18k 63.68
2019-09-30 $812k 13k 61.74
2019-06-30 $756k 13k 57.49
2019-03-31 $680k 13k 51.71
2018-12-31 $731k 15k 49.23