Southern Company shares owned by Private Wealth Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Private Wealth Partners
from 13F filings
Historical chart of Private Wealth Partners investment in Southern Company
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All positions including Southern Company held by Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $203k | 2.1k | 96.52 |
| 2024-12-31 | $214k | 2.6k | 82.32 |
| 2024-09-30 | $235k | 2.6k | 90.18 |