Southern Company shares owned by Kmg Fiduciary Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Kmg Fiduciary Partners
from 13F filings
Historical chart of Kmg Fiduciary Partners investment in Southern Company
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Quarterly reported holdings in Southern Company by Kmg Fiduciary Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $420k | 4.4k | 94.76 |
| 2025-06-30 | $407k | 4.4k | 91.84 |
| 2025-03-31 | $407k | 4.4k | 91.95 |
| 2024-12-31 | $365k | 4.4k | 82.32 |
| 2024-09-30 | $402k | 4.5k | 90.17 |
| 2024-06-30 | $484k | 6.2k | 77.57 |
| 2024-03-31 | $306k | 4.3k | 71.74 |
| 2023-12-31 | $280k | 4.0k | 70.12 |
| 2023-09-30 | $291k | 4.5k | 64.72 |
| 2023-06-30 | $562k | 8.0k | 70.25 |
| 2023-03-31 | $557k | 8.0k | 69.58 |
| 2022-12-31 | $570k | 8.0k | 71.41 |
| 2022-09-30 | $570k | 8.4k | 67.95 |
| 2022-06-30 | $608k | 8.5k | 71.34 |
| 2022-03-31 | $628k | 8.7k | 72.57 |
| 2021-12-31 | $587k | 8.6k | 68.62 |
| 2021-09-30 | $523k | 8.4k | 61.94 |
| 2021-06-30 | $505k | 8.3k | 60.52 |
| 2021-03-31 | $449k | 7.2k | 62.18 |
| 2020-12-31 | $329k | 5.5k | 59.80 |
| 2020-09-30 | $217k | 4.0k | 54.29 |
| 2020-03-31 | $584k | 11k | 54.16 |
| 2019-12-31 | $511k | 8.0k | 63.76 |
| 2019-09-30 | $495k | 8.0k | 61.76 |
| 2019-06-30 | $385k | 7.0k | 55.28 |
| 2019-03-31 | $337k | 6.5k | 51.73 |