Southern Company shares owned by Palumbo Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Palumbo Wealth Management
from 13F filings
Historical chart of Palumbo Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Palumbo Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $379k | 4.5k | 83.49 |
| 2025-06-30 | $394k | 4.3k | 91.82 |
| 2025-03-31 | $392k | 4.3k | 91.94 |
| 2024-12-31 | $322k | 3.9k | 82.33 |
| 2024-09-30 | $350k | 3.9k | 90.17 |
| 2024-06-30 | $272k | 3.5k | 77.57 |
| 2024-03-31 | $254k | 3.5k | 71.74 |
| 2023-12-31 | $260k | 3.7k | 70.12 |
| 2023-09-30 | $241k | 3.7k | 64.73 |
| 2023-06-30 | $262k | 3.7k | 70.25 |
| 2023-03-31 | $862k | 12k | 69.58 |
| 2022-12-31 | $940k | 13k | 71.41 |
| 2022-09-30 | $857k | 13k | 68.02 |
| 2022-06-30 | $875k | 12k | 71.31 |
| 2022-03-31 | $840k | 12k | 72.48 |
| 2021-12-31 | $779k | 11k | 68.60 |
| 2021-09-30 | $670k | 11k | 61.94 |
| 2021-06-30 | $726k | 12k | 60.48 |
| 2021-03-31 | $686k | 11k | 62.18 |
| 2020-12-31 | $616k | 10k | 61.39 |