Southern Company shares owned by Primoris Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Primoris Wealth Advisors
from 13F filings
Historical chart of Primoris Wealth Advisors investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Primoris Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by Primoris Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 18k | 94.77 |
| 2025-06-30 | $1.6M | 17k | 91.83 |
| 2025-03-31 | $1.7M | 19k | 91.95 |
| 2024-12-31 | $1.5M | 19k | 82.32 |
| 2024-09-30 | $1.7M | 19k | 90.18 |
| 2024-06-30 | $1.4M | 19k | 77.57 |