Cyndeo Wealth Partners »

Southern Company shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Southern Company by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $439k 6.1k 71.74
2023-12-31 $442k 6.3k 70.12
2023-09-30 $375k 5.8k 64.72
2023-06-30 $4.1M 58k 70.25
2023-03-31 $3.9M 56k 69.58
2022-12-31 $247k 3.5k 71.41