Southern Company shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7k | 81 | 94.77 |
| 2025-06-30 | $7.4k | 81 | 91.83 |
| 2025-03-31 | $7.4k | 81 | 91.95 |
| 2024-12-31 | $6.7k | 81 | 82.32 |
| 2024-09-30 | $73k | 805 | 90.18 |
| 2024-06-30 | $46k | 594 | 77.57 |
| 2024-03-31 | $43k | 594 | 71.74 |
| 2023-12-31 | $42k | 594 | 70.12 |
| 2023-09-30 | $38k | 594 | 64.72 |
| 2023-06-30 | $42k | 594 | 70.25 |
| 2023-03-31 | $35k | 502 | 69.58 |
| 2022-12-31 | $36k | 502 | 71.71 |
| 2022-09-30 | $34k | 502 | 67.73 |
| 2022-06-30 | $36k | 502 | 71.71 |
| 2022-03-31 | $36k | 502 | 71.71 |
| 2021-12-31 | $34k | 502 | 67.73 |
| 2021-09-30 | $31k | 502 | 61.75 |
| 2021-06-30 | $30k | 502 | 59.76 |
| 2021-03-31 | $31k | 502 | 61.75 |
| 2020-12-31 | $31k | 502 | 61.75 |
| 2020-09-30 | $27k | 502 | 53.78 |
| 2020-06-30 | $26k | 502 | 51.79 |
| 2020-03-31 | $27k | 502 | 53.78 |
| 2019-12-31 | $32k | 502 | 63.75 |