Southern Company shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in Southern Company
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Quarterly reported holdings in Southern Company by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 33k | 94.77 |
| 2025-06-30 | $2.8M | 31k | 91.83 |
| 2025-03-31 | $2.9M | 31k | 91.95 |
| 2024-12-31 | $2.5M | 30k | 82.32 |
| 2024-09-30 | $2.7M | 30k | 90.18 |
| 2024-06-30 | $2.3M | 30k | 77.57 |
| 2024-03-31 | $2.1M | 30k | 71.74 |
| 2023-12-31 | $2.1M | 30k | 70.12 |
| 2023-09-30 | $1.9M | 30k | 64.72 |
| 2023-06-30 | $2.2M | 31k | 70.25 |
| 2023-03-31 | $386k | 5.5k | 69.58 |
| 2022-12-31 | $328k | 4.6k | 71.41 |
| 2022-09-30 | $275k | 4.0k | 68.00 |
| 2022-06-30 | $236k | 3.3k | 71.17 |
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