Southern Company shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 14k | 90.18 |
| 2024-06-30 | $1.1M | 14k | 77.57 |
| 2024-03-31 | $1.0M | 14k | 71.74 |
| 2023-12-31 | $1.0M | 14k | 70.12 |
| 2023-09-30 | $974k | 15k | 64.72 |
| 2023-06-30 | $1.0M | 15k | 70.25 |
| 2023-03-31 | $1.0M | 70 | 14826.70 |
| 2022-12-31 | $1.1M | 16k | 71.41 |
| 2022-09-30 | $1.0M | 15k | 67.98 |
| 2022-06-30 | $1.1M | 15k | 71.33 |
| 2022-03-31 | $1.4M | 19k | 72.49 |
| 2021-12-31 | $1.3M | 20k | 68.57 |
| 2021-09-30 | $1.2M | 20k | 61.99 |
| 2021-06-30 | $1.2M | 21k | 60.51 |
| 2021-03-31 | $1.3M | 21k | 62.14 |
| 2020-12-31 | $1.3M | 21k | 61.44 |
| 2020-09-30 | $1.2M | 21k | 54.24 |
| 2020-06-30 | $1.1M | 21k | 51.83 |
| 2020-03-31 | $974k | 18k | 54.16 |
| 2019-12-31 | $1.3M | 21k | 63.68 |
| 2019-09-30 | $1.3M | 21k | 61.76 |
| 2019-06-30 | $1.1M | 21k | 55.29 |
| 2019-03-31 | $1.1M | 20k | 51.68 |
| 2018-12-31 | $886k | 20k | 43.92 |
| 2018-09-30 | $808k | 19k | 43.60 |
| 2018-06-30 | $847k | 18k | 46.28 |
| 2018-03-31 | $725k | 16k | 44.65 |
| 2017-12-31 | $624k | 13k | 48.07 |
| 2017-09-30 | $628k | 13k | 49.16 |
| 2017-06-30 | $564k | 12k | 47.87 |
| 2017-03-31 | $580k | 12k | 49.79 |
| 2016-12-31 | $567k | 12k | 49.21 |
| 2016-09-30 | $559k | 11k | 51.26 |
| 2016-06-30 | $591k | 11k | 53.67 |
| 2016-03-31 | $590k | 11k | 51.71 |
| 2015-12-31 | $561k | 12k | 46.82 |
| 2015-09-30 | $601k | 14k | 44.68 |
| 2015-06-30 | $531k | 13k | 41.92 |
| 2015-03-31 | $542k | 12k | 44.27 |
| 2014-12-31 | $600k | 12k | 49.11 |
| 2014-09-30 | $520k | 12k | 43.68 |
| 2014-06-30 | $514k | 11k | 45.42 |
| 2014-03-31 | $479k | 11k | 43.93 |
| 2013-12-31 | $381k | 9.3k | 41.08 |
| 2013-09-30 | $370k | 9.0k | 41.22 |
| 2012-12-31 | $221k | 5.2k | 42.88 |
More positions owned by Sheets Smith Wealth Management
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