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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

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

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Quarterly reported holdings in Southern Company by HB Wealth Management

Quarter filed Position value Share count Share price at filing
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