Southern Company shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in Southern Company
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Download as csvQuarterly reported holdings in Southern Company by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $476k | 5.2k | 91.95 |
| 2024-12-31 | $422k | 5.1k | 82.30 |
| 2024-09-30 | $461k | 5.1k | 90.18 |
| 2024-06-30 | $395k | 5.1k | 77.57 |
| 2024-03-31 | $85k | 1.2k | 71.73 |
| 2023-12-31 | $150k | 49k | 3.05 |
| 2023-09-30 | $148k | 49k | 3.01 |
| 2023-06-30 | $152k | 49k | 3.09 |
| 2023-03-31 | $156k | 49k | 3.17 |
| 2022-12-31 | $166k | 49k | 3.37 |
| 2022-09-30 | $154k | 49k | 3.13 |
| 2022-06-30 | $166k | 49k | 3.36 |
| 2022-03-31 | $134k | 1.8k | 72.75 |
| 2021-12-31 | $184k | 2.7k | 68.66 |
| 2021-09-30 | $166k | 2.7k | 62.13 |
| 2021-06-30 | $161k | 2.7k | 60.41 |
| 2021-03-31 | $206k | 3.3k | 62.09 |
| 2020-12-31 | $246k | 4.0k | 61.38 |
| 2020-09-30 | $204k | 3.8k | 54.17 |
| 2020-06-30 | $198k | 3.8k | 51.79 |
| 2020-03-31 | $206k | 3.8k | 54.00 |
More positions owned by Carolinas Wealth Consulting
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