Southern Company shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $867k | 9.2k | 94.77 |
| 2025-06-30 | $1.3M | 14k | 91.83 |
| 2025-03-31 | $799k | 8.7k | 91.95 |
| 2024-12-31 | $726k | 8.8k | 82.32 |
| 2024-09-30 | $812k | 9.0k | 90.18 |
| 2024-06-30 | $674k | 8.7k | 77.57 |
| 2024-03-31 | $635k | 8.8k | 71.74 |
| 2023-09-30 | $443k | 6.8k | 64.72 |
| 2023-06-30 | $506k | 7.2k | 70.25 |
| 2023-03-31 | $511k | 7.3k | 69.58 |
| 2022-12-31 | $502k | 7.0k | 71.41 |
| 2022-09-30 | $421k | 6.2k | 68.02 |
| 2022-06-30 | $406k | 5.7k | 71.37 |
| 2022-03-31 | $364k | 5.0k | 72.61 |
| 2021-12-31 | $480k | 7.0k | 68.62 |
| 2021-09-30 | $400k | 6.4k | 62.04 |
| 2021-06-30 | $259k | 4.3k | 60.57 |
| 2021-03-31 | $251k | 4.0k | 62.08 |
| 2020-12-31 | $250k | 4.1k | 61.43 |
| 2020-09-30 | $261k | 4.8k | 54.33 |
| 2020-06-30 | $210k | 4.1k | 51.75 |
| 2013-03-31 | $41k | 841 | 48.75 |