Southern Company shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 53k | 94.77 |
| 2025-06-30 | $2.2M | 24k | 91.83 |
| 2025-03-31 | $2.1M | 22k | 91.94 |
| 2024-12-31 | $1.9M | 23k | 82.32 |
| 2024-09-30 | $5.5M | 61k | 90.18 |
| 2024-06-30 | $1.9M | 25k | 77.57 |
| 2024-03-31 | $1.7M | 24k | 71.74 |
| 2023-12-31 | $1.8M | 26k | 70.12 |
| 2023-09-30 | $938k | 7.2k | 129.49 |
| 2023-06-30 | $324k | 4.6k | 70.25 |