Southern Company shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in Southern Company
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Quarterly reported holdings in Southern Company by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 78k | 94.77 |
| 2025-06-30 | $7.1M | 77k | 91.83 |
| 2025-03-31 | $6.4M | 70k | 91.95 |
| 2024-12-31 | $5.2M | 63k | 82.32 |
| 2024-09-30 | $5.0M | 55k | 90.18 |
| 2024-06-30 | $4.2M | 55k | 77.57 |
| 2024-03-31 | $4.1M | 57k | 71.74 |
| 2023-12-31 | $4.1M | 58k | 70.12 |
| 2023-09-30 | $3.6M | 56k | 64.72 |
| 2023-06-30 | $3.4M | 48k | 70.25 |
| 2023-03-31 | $2.5M | 35k | 69.58 |
| 2022-12-31 | $2.5M | 34k | 71.41 |
| 2022-09-30 | $1.7M | 25k | 68.00 |
| 2022-06-30 | $1.4M | 20k | 71.32 |
| 2022-03-31 | $1.4M | 19k | 72.53 |
| 2021-12-31 | $1.3M | 19k | 68.58 |
| 2021-09-30 | $1.1M | 18k | 61.94 |
| 2021-06-30 | $866k | 14k | 60.49 |
| 2021-03-31 | $869k | 14k | 62.19 |
| 2020-12-31 | $809k | 13k | 60.61 |
| 2020-09-30 | $665k | 12k | 54.19 |
More positions owned by Kestra Private Wealth Services
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