Southern Company shares owned by HB Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $14M | 175k | 82.32 |
| 2024-09-30 | $15M | 169k | 90.18 |
| 2024-06-30 | $13M | 167k | 77.57 |
| 2024-03-31 | $11M | 157k | 71.74 |
| 2023-12-31 | $11M | 156k | 70.12 |
| 2023-09-30 | $11M | 163k | 64.72 |
| 2023-06-30 | $13M | 180k | 70.25 |
| 2023-03-31 | $12M | 170k | 69.58 |
| 2022-12-31 | $12M | 166k | 71.41 |
| 2022-09-30 | $11M | 158k | 68.00 |
| 2022-06-30 | $11M | 159k | 71.31 |
| 2022-03-31 | $9.4M | 130k | 72.51 |
| 2021-12-31 | $6.8M | 99k | 68.58 |
More positions owned by HB Wealth Management
Home Depot (HD)
View all positions for HB Wealth Management