Southern Company shares owned by Rsm Us Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Rsm Us Wealth Management
from 13F filings
Historical chart of Rsm Us Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Rsm Us Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.5M | 42k | 82.35 |
| 2024-09-30 | $4.0M | 44k | 90.88 |
| 2024-06-30 | $3.1M | 40k | 77.07 |
| 2024-03-31 | $1.1M | 15k | 71.74 |
| 2023-12-31 | $1.1M | 15k | 70.12 |
| 2023-09-30 | $683k | 11k | 64.72 |
| 2023-06-30 | $740k | 11k | 70.25 |
| 2023-03-31 | $822k | 12k | 69.58 |
| 2022-12-31 | $612k | 8.6k | 71.37 |
| 2022-09-30 | $388k | 5.7k | 67.99 |
| 2022-06-30 | $401k | 5.6k | 71.33 |
| 2022-03-31 | $404k | 5.6k | 72.53 |
| 2021-12-31 | $382k | 5.6k | 68.64 |
| 2021-09-30 | $320k | 5.2k | 61.90 |
| 2021-06-30 | $312k | 5.2k | 60.58 |
| 2021-03-31 | $327k | 5.3k | 62.17 |
| 2020-12-31 | $322k | 5.2k | 61.46 |
| 2020-09-30 | $283k | 5.2k | 54.22 |
| 2020-06-30 | $252k | 4.9k | 51.83 |
| 2020-03-31 | $315k | 5.8k | 54.18 |
| 2019-12-31 | $341k | 5.4k | 63.63 |
| 2019-09-30 | $328k | 5.3k | 61.75 |
| 2019-06-30 | $299k | 5.4k | 55.33 |
| 2019-03-31 | $274k | 5.3k | 51.60 |
| 2018-12-31 | $295k | 6.7k | 43.91 |
| 2018-09-30 | $298k | 6.8k | 43.66 |
| 2018-06-30 | $320k | 6.9k | 46.38 |
| 2018-03-31 | $330k | 7.4k | 44.61 |
| 2017-12-31 | $348k | 7.2k | 48.06 |
| 2017-09-30 | $334k | 6.8k | 49.11 |
| 2017-06-30 | $322k | 6.7k | 47.95 |
| 2017-03-31 | $350k | 7.0k | 49.83 |
| 2016-12-31 | $396k | 8.0k | 49.20 |
| 2016-09-30 | $355k | 6.9k | 51.31 |
| 2016-06-30 | $388k | 7.2k | 53.66 |
| 2016-03-31 | $424k | 8.2k | 51.73 |
| 2015-12-31 | $331k | 7.1k | 46.76 |
| 2015-09-30 | $262k | 5.9k | 44.73 |
| 2015-06-30 | $253k | 6.0k | 41.90 |
| 2015-03-31 | $207k | 4.7k | 44.34 |
| 2014-09-30 | $232k | 5.3k | 43.71 |
| 2014-06-30 | $240k | 5.3k | 45.32 |
| 2014-03-31 | $269k | 6.1k | 43.96 |