Southern Company shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by HHM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 21k | 94.77 |
| 2025-06-30 | $2.0M | 22k | 91.83 |
| 2025-03-31 | $2.1M | 23k | 91.95 |
| 2024-12-31 | $1.8M | 22k | 82.32 |
| 2024-09-30 | $2.0M | 22k | 90.18 |
| 2024-06-30 | $1.9M | 24k | 77.57 |
| 2024-03-31 | $1.2M | 17k | 71.74 |
| 2023-09-30 | $1.1M | 17k | 64.72 |
| 2023-06-30 | $1.3M | 18k | 70.25 |
| 2023-03-31 | $1.3M | 18k | 69.58 |
| 2022-12-31 | $1.3M | 18k | 71.41 |
| 2022-09-30 | $1.1M | 16k | 68.00 |
| 2022-06-30 | $1.2M | 16k | 71.29 |
| 2022-03-31 | $1.2M | 17k | 72.50 |
| 2021-12-31 | $1.2M | 17k | 68.58 |
| 2021-09-30 | $1.0M | 17k | 61.96 |
| 2021-06-30 | $1.0M | 17k | 60.48 |
| 2021-03-31 | $1.0M | 17k | 62.14 |
| 2020-12-31 | $1.0M | 17k | 61.43 |
| 2020-09-30 | $916k | 17k | 54.21 |
| 2020-06-30 | $882k | 17k | 51.85 |
| 2020-03-31 | $954k | 18k | 54.16 |
| 2019-12-31 | $1.2M | 19k | 63.69 |
| 2019-09-30 | $987k | 16k | 61.78 |
| 2019-06-30 | $943k | 17k | 55.26 |
| 2019-03-31 | $903k | 18k | 51.66 |
| 2018-12-31 | $861k | 20k | 43.91 |