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Southern Company shares owned by PBMares Wealth Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by PBMares Wealth Management from 13F filings

Historical chart of PBMares Wealth Management investment in Southern Company

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All positions including Southern Company held by PBMares Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by PBMares Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $215k 3.0k 71.73
2023-12-31 $248k 3.5k 70.11
2023-09-30 $360k 5.6k 64.71
2023-06-30 $358k 5.1k 70.24
2023-03-31 $355k 5.1k 69.57
2022-12-31 $364k 5.1k 71.40
2022-09-30 $346k 5.1k 67.90
2022-06-30 $381k 5.3k 71.27
2022-03-31 $386k 5.3k 72.47
2021-12-31 $361k 5.3k 68.57