Southern Company shares owned by Capital Wealth Planning
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Capital Wealth Planning
from 13F filings
Historical chart of Capital Wealth Planning investment in Southern Company
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Quarterly reported holdings in Southern Company by Capital Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $800k | 8.9k | 90.18 |
| 2021-06-30 | $284k | 4.7k | 60.52 |
| 2021-03-31 | $292k | 4.7k | 62.22 |
| 2020-12-31 | $282k | 4.7k | 60.09 |
| 2020-09-30 | $211k | 3.9k | 54.10 |
| 2020-06-30 | $243k | 4.7k | 51.78 |
| 2020-03-31 | $398k | 7.3k | 54.16 |
| 2019-12-31 | $479k | 7.5k | 63.69 |
| 2019-09-30 | $466k | 7.5k | 61.96 |
| 2019-06-30 | $435k | 7.9k | 55.32 |
| 2018-06-30 | $1.4M | 31k | 46.33 |
| 2017-06-30 | $14M | 301k | 47.88 |
| 2016-06-30 | $536k | 10k | 53.84 |
| 2016-03-31 | $1.9M | 36k | 51.75 |
| 2015-12-31 | $719k | 15k | 46.81 |
| 2015-09-30 | $1.4M | 32k | 44.20 |
| 2015-06-30 | $1.3M | 32k | 41.91 |
| 2015-03-31 | $735k | 17k | 44.31 |
| 2014-12-31 | $399k | 8.1k | 49.11 |
| 2014-09-30 | $1.1M | 26k | 43.63 |
| 2014-06-30 | $1.1M | 24k | 45.39 |
| 2014-03-31 | $733k | 17k | 43.95 |
| 2013-09-30 | $687k | 17k | 41.18 |
| 2013-06-30 | $456k | 10k | 44.16 |
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