Southern Company shares owned by Daymark Wealth Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Daymark Wealth Partners
from 13F filings
Historical chart of Daymark Wealth Partners investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Daymark Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by Daymark Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 41k | 94.77 |
| 2025-06-30 | $3.4M | 37k | 91.83 |
| 2025-03-31 | $3.3M | 36k | 91.95 |
| 2024-12-31 | $3.1M | 37k | 82.32 |
| 2024-09-30 | $3.3M | 37k | 90.18 |
| 2024-03-31 | $2.3M | 32k | 71.74 |
| 2023-12-31 | $2.3M | 32k | 70.12 |
| 2023-09-30 | $2.1M | 32k | 64.72 |
| 2023-06-30 | $1.8M | 26k | 70.25 |
| 2023-03-31 | $339k | 4.9k | 69.58 |
| 2022-12-31 | $286k | 4.0k | 71.41 |