Southern Company shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $644k | 6.8k | 94.76 |
| 2025-06-30 | $686k | 7.5k | 91.83 |
| 2025-03-31 | $543k | 5.9k | 91.95 |
| 2024-12-31 | $483k | 5.9k | 82.32 |
| 2024-09-30 | $716k | 7.9k | 90.18 |
| 2024-06-30 | $630k | 8.1k | 77.57 |
| 2024-03-31 | $582k | 8.1k | 71.74 |
| 2023-12-31 | $552k | 7.9k | 70.12 |
| 2023-09-30 | $520k | 8.0k | 64.72 |
| 2023-06-30 | $565k | 8.0k | 70.25 |
| 2023-03-31 | $569k | 8.2k | 69.58 |
| 2022-12-31 | $518k | 7.3k | 71.41 |
| 2022-09-30 | $547k | 8.1k | 67.23 |
| 2022-06-30 | $566k | 7.9k | 71.34 |
| 2022-03-31 | $569k | 7.8k | 72.49 |
| 2021-12-31 | $456k | 6.8k | 67.57 |
| 2021-09-30 | $412k | 6.7k | 61.91 |
| 2021-06-30 | $360k | 5.9k | 60.61 |
| 2021-03-31 | $373k | 5.9k | 62.99 |
| 2020-12-31 | $345k | 5.5k | 62.99 |
| 2020-09-30 | $283k | 5.1k | 55.12 |
| 2020-06-30 | $231k | 4.5k | 51.28 |
| 2020-03-31 | $314k | 6.5k | 48.39 |
| 2019-12-31 | $331k | 5.2k | 63.63 |
| 2019-09-30 | $276k | 4.5k | 61.55 |
More positions owned by Pinnacle Wealth Planning Services
View all positions for Pinnacle Wealth Planning Services