Southern Company shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Southern Company
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Quarterly reported holdings in Southern Company by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 38k | 94.77 |
| 2025-06-30 | $4.1M | 45k | 91.83 |
| 2025-03-31 | $3.9M | 43k | 91.95 |
| 2024-12-31 | $3.3M | 40k | 82.32 |
| 2024-09-30 | $3.4M | 38k | 90.18 |
| 2024-06-30 | $2.3M | 30k | 77.57 |
| 2024-03-31 | $2.1M | 30k | 71.74 |
| 2023-12-31 | $1.6M | 23k | 70.12 |
| 2023-09-30 | $1.3M | 21k | 64.72 |
| 2023-06-30 | $1.3M | 18k | 70.25 |
| 2023-03-31 | $874k | 13k | 69.58 |
| 2022-12-31 | $466k | 6.5k | 71.41 |
| 2022-09-30 | $470k | 6.9k | 67.99 |
| 2022-06-30 | $540k | 7.6k | 71.35 |
| 2022-03-31 | $544k | 7.5k | 72.49 |
| 2021-12-31 | $514k | 7.5k | 68.63 |
| 2021-09-30 | $416k | 6.7k | 61.90 |
| 2021-06-30 | $423k | 7.0k | 60.52 |
| 2021-03-31 | $436k | 7.0k | 62.21 |
| 2020-12-31 | $429k | 7.0k | 61.37 |