Southern Company shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Southern Company
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All positions including Southern Company held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $806k | 8.8k | 91.83 |
| 2025-03-31 | $922k | 10k | 91.95 |
| 2024-12-31 | $817k | 9.9k | 82.32 |
| 2024-09-30 | $927k | 10k | 90.18 |
| 2024-06-30 | $905k | 12k | 77.57 |
| 2024-03-31 | $875k | 12k | 71.74 |
| 2023-12-31 | $855k | 12k | 70.12 |
| 2023-09-30 | $806k | 13k | 64.72 |
| 2023-06-30 | $895k | 13k | 70.25 |
| 2023-03-31 | $948k | 14k | 69.58 |
| 2022-12-31 | $1.0M | 14k | 71.41 |
| 2022-09-30 | $955k | 14k | 67.99 |
| 2022-06-30 | $1.3M | 18k | 71.31 |
| 2022-03-31 | $1.3M | 19k | 72.49 |
| 2021-12-31 | $1.3M | 19k | 68.56 |
| 2021-09-30 | $1.2M | 19k | 61.99 |
| 2021-06-30 | $1.1M | 19k | 60.53 |
| 2021-03-31 | $1.2M | 19k | 62.17 |
| 2020-12-31 | $1.1M | 19k | 61.42 |
| 2020-09-30 | $1.0M | 19k | 54.24 |
| 2020-06-30 | $662k | 13k | 51.82 |
| 2020-03-31 | $602k | 11k | 54.17 |
| 2019-12-31 | $760k | 12k | 63.73 |
| 2019-09-30 | $790k | 13k | 61.74 |
| 2019-06-30 | $817k | 14k | 57.48 |
| 2019-03-31 | $799k | 16k | 51.68 |
More positions owned by Keudell/Morrison Wealth Management
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