Southern Company shares owned by Pacific Wealth Strategies Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Pacific Wealth Strategies Group
from 13F filings
Historical chart of Pacific Wealth Strategies Group investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Pacific Wealth Strategies Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Pacific Wealth Strategies Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 16k | 70.12 |
| 2023-09-30 | $1.1M | 16k | 64.72 |
| 2023-06-30 | $653k | 9.3k | 70.25 |
| 2023-03-31 | $592k | 8.5k | 69.58 |
| 2022-12-31 | $366k | 5.1k | 71.41 |
| 2022-03-31 | $370k | 5.1k | 72.46 |
| 2021-12-31 | $704k | 10k | 68.56 |
| 2021-09-30 | $599k | 9.7k | 61.92 |
| 2021-06-30 | $570k | 9.4k | 60.53 |
| 2021-03-31 | $592k | 9.5k | 62.20 |
| 2020-12-31 | $664k | 11k | 61.56 |
| 2020-09-30 | $651k | 12k | 54.22 |
| 2020-06-30 | $726k | 14k | 51.82 |
| 2020-03-31 | $514k | 9.5k | 54.15 |
| 2019-12-31 | $238k | 3.7k | 63.70 |
| 2019-09-30 | $218k | 3.5k | 61.86 |
| 2019-06-30 | $320k | 5.8k | 55.30 |
| 2019-03-31 | $299k | 5.8k | 51.67 |
| 2018-12-31 | $249k | 5.7k | 43.84 |
| 2018-09-30 | $271k | 6.2k | 43.58 |
| 2018-06-30 | $295k | 6.4k | 46.25 |
| 2018-03-31 | $294k | 6.6k | 44.62 |
| 2017-12-31 | $311k | 6.5k | 48.02 |
| 2017-09-30 | $289k | 5.9k | 49.19 |
| 2017-06-30 | $275k | 5.7k | 47.87 |
| 2017-03-31 | $306k | 6.1k | 49.76 |
| 2016-12-31 | $263k | 5.3k | 49.20 |
More positions owned by Pacific Wealth Strategies Group
View all positions for Pacific Wealth Strategies Group