Southern Company shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.6M | 30k | 87.20 |
| 2025-09-30 | $2.8M | 30k | 94.77 |
| 2025-06-30 | $2.8M | 31k | 91.83 |
| 2025-03-31 | $2.9M | 32k | 91.95 |
| 2024-12-31 | $1.7M | 20k | 82.32 |
| 2024-09-30 | $1.7M | 19k | 90.18 |
| 2024-06-30 | $1.4M | 18k | 77.57 |
| 2024-03-31 | $1.3M | 18k | 71.74 |
| 2023-12-31 | $1.3M | 18k | 70.12 |
| 2023-09-30 | $1.5M | 24k | 64.72 |
| 2023-06-30 | $1.7M | 24k | 70.25 |
| 2023-03-31 | $1.1M | 16k | 69.58 |
| 2022-12-31 | $1.4M | 20k | 71.41 |
| 2022-09-30 | $1.3M | 19k | 68.00 |
| 2022-06-30 | $2.1M | 29k | 73.11 |
| 2022-03-31 | $2.1M | 29k | 72.48 |
| 2021-12-31 | $2.0M | 29k | 68.55 |
| 2021-09-30 | $2.0M | 32k | 61.72 |
| 2021-06-30 | $1.9M | 31k | 61.50 |
| 2021-03-31 | $2.6M | 39k | 66.16 |
| 2020-12-31 | $2.2M | 42k | 52.26 |
| 2020-09-30 | $1.7M | 32k | 53.79 |
| 2020-06-30 | $1.6M | 32k | 50.92 |
| 2020-03-31 | $1.8M | 32k | 56.00 |
| 2019-12-31 | $2.2M | 35k | 63.44 |
| 2019-09-30 | $2.2M | 36k | 61.77 |
| 2019-06-30 | $2.0M | 37k | 55.26 |
| 2019-03-31 | $6.4M | 124k | 51.68 |
| 2018-12-31 | $5.6M | 128k | 44.00 |
| 2018-09-30 | $5.6M | 128k | 43.60 |
| 2018-06-30 | $5.7M | 123k | 46.34 |
| 2018-03-31 | $5.4M | 121k | 44.66 |
| 2017-12-31 | $5.4M | 111k | 48.10 |
| 2017-09-30 | $5.4M | 109k | 49.18 |
| 2017-06-30 | $5.3M | 111k | 48.03 |
| 2017-03-31 | $4.9M | 97k | 49.99 |
| 2016-12-31 | $3.6M | 72k | 49.19 |
| 2016-09-30 | $2.7M | 53k | 51.24 |
| 2016-06-30 | $1.9M | 35k | 53.83 |
| 2016-03-31 | $1.6M | 30k | 51.69 |