Southern Company shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor Wealth Partners investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Oak Harbor Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by Oak Harbor Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 27k | 94.77 |
| 2025-06-30 | $2.5M | 27k | 91.83 |
| 2025-03-31 | $2.1M | 23k | 91.95 |
| 2024-12-31 | $1.5M | 18k | 82.32 |
| 2024-09-30 | $1.7M | 18k | 90.18 |
| 2024-06-30 | $1.5M | 20k | 77.57 |
| 2024-03-31 | $1.5M | 21k | 71.74 |
| 2023-12-31 | $1.5M | 21k | 70.12 |
| 2023-09-30 | $1.4M | 21k | 64.72 |
| 2023-06-30 | $1.5M | 21k | 70.25 |
| 2023-03-31 | $1.5M | 21k | 69.58 |
| 2022-12-31 | $1.5M | 22k | 71.41 |
| 2022-09-30 | $1.5M | 21k | 67.98 |
| 2022-06-30 | $1.5M | 21k | 71.30 |
| 2022-03-31 | $1.6M | 21k | 72.52 |
| 2021-12-31 | $1.5M | 21k | 68.60 |
More positions owned by Oak Harbor Wealth Partners
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