Southern Company shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Southern Company
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Quarterly reported holdings in Southern Company by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 16k | 94.77 |
| 2025-06-30 | $1.4M | 16k | 91.82 |
| 2025-03-31 | $1.4M | 15k | 91.13 |
| 2024-12-31 | $1.3M | 15k | 82.26 |
| 2024-09-30 | $1.5M | 17k | 90.18 |
| 2024-06-30 | $1.5M | 19k | 77.57 |
| 2024-03-31 | $1.1M | 15k | 71.74 |
| 2023-12-31 | $910k | 13k | 70.12 |
| 2023-09-30 | $831k | 13k | 64.72 |
| 2023-06-30 | $864k | 12k | 70.25 |
| 2023-03-31 | $863k | 12k | 69.58 |
| 2022-12-31 | $864k | 12k | 71.41 |
| 2022-09-30 | $870k | 13k | 67.95 |
| 2022-06-30 | $1000k | 13k | 77.90 |
| 2022-03-31 | $881k | 12k | 72.49 |
| 2021-12-31 | $839k | 12k | 68.51 |
More positions owned by Confluence Wealth Services
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