Southern Company shares owned by McKinley Carter Wealth Services
Quarter-by-quarter ownership of Southern Company (SO) shares owned by McKinley Carter Wealth Services
from 13F filings
Historical chart of McKinley Carter Wealth Services investment in Southern Company
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Quarterly reported holdings in Southern Company by McKinley Carter Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $511k | 5.7k | 90.18 |
| 2024-06-30 | $486k | 6.3k | 77.57 |
| 2024-03-31 | $448k | 6.2k | 71.74 |
| 2023-12-31 | $464k | 6.6k | 70.12 |
| 2023-09-30 | $446k | 6.9k | 64.72 |
| 2023-06-30 | $546k | 7.8k | 70.25 |
| 2023-03-31 | $619k | 8.9k | 69.58 |
| 2022-12-31 | $645k | 9.0k | 71.41 |
| 2022-09-30 | $688k | 10k | 68.04 |
| 2022-06-30 | $886k | 12k | 71.28 |
| 2022-03-31 | $913k | 13k | 72.52 |
| 2021-12-31 | $1.7M | 25k | 68.59 |
| 2021-09-30 | $1.6M | 26k | 61.97 |
| 2021-06-30 | $1.5M | 25k | 60.52 |
| 2021-03-31 | $1.5M | 25k | 62.15 |
| 2020-12-31 | $1.1M | 18k | 61.43 |
| 2020-09-30 | $990k | 18k | 54.23 |
| 2020-06-30 | $878k | 17k | 51.87 |
| 2020-03-31 | $926k | 17k | 54.16 |
| 2019-12-31 | $981k | 15k | 63.70 |
| 2019-09-30 | $903k | 15k | 61.78 |
| 2019-06-30 | $795k | 14k | 55.27 |
| 2019-03-31 | $742k | 14k | 51.65 |
| 2018-12-31 | $525k | 12k | 43.93 |
| 2018-09-30 | $391k | 9.0k | 43.63 |
| 2018-06-30 | $407k | 8.8k | 46.26 |
| 2018-03-31 | $221k | 4.9k | 44.74 |
More positions owned by McKinley Carter Wealth Services
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