Southern Company shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Southern Company
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Quarterly reported holdings in Southern Company by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 103k | 94.77 |
| 2025-06-30 | $9.6M | 104k | 91.83 |
| 2024-12-31 | $8.5M | 103k | 82.32 |
| 2024-09-30 | $8.9M | 99k | 90.18 |
| 2024-06-30 | $7.7M | 99k | 77.57 |
| 2024-03-31 | $7.0M | 97k | 71.74 |
| 2023-12-31 | $6.5M | 92k | 70.12 |
| 2023-09-30 | $5.9M | 90k | 64.72 |
| 2023-06-30 | $6.4M | 91k | 70.25 |
| 2023-03-31 | $6.3M | 91k | 69.58 |
| 2022-12-31 | $6.6M | 93k | 71.41 |
| 2022-09-30 | $6.5M | 95k | 68.00 |
| 2022-06-30 | $6.8M | 95k | 71.31 |
| 2022-03-31 | $7.1M | 99k | 72.51 |
| 2021-12-31 | $6.9M | 100k | 68.58 |
| 2021-09-30 | $6.2M | 100k | 61.97 |
| 2021-06-30 | $6.0M | 99k | 60.51 |
| 2021-03-31 | $6.0M | 97k | 62.16 |
| 2020-12-31 | $5.6M | 91k | 61.43 |
| 2020-09-30 | $617k | 11k | 54.23 |
| 2020-06-30 | $597k | 12k | 51.88 |
| 2020-03-31 | $623k | 12k | 54.14 |
| 2019-12-31 | $667k | 11k | 63.66 |
| 2019-09-30 | $685k | 11k | 61.81 |
| 2019-06-30 | $586k | 11k | 55.30 |
| 2019-03-31 | $484k | 9.4k | 51.70 |
| 2018-12-31 | $424k | 9.7k | 43.88 |