Southern Company shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $499k | 5.3k | 94.77 |
| 2025-06-30 | $839k | 9.1k | 91.83 |
| 2025-03-31 | $662k | 7.2k | 91.95 |
| 2024-12-31 | $3.2M | 39k | 82.32 |
| 2024-09-30 | $8.7M | 97k | 90.18 |
| 2024-06-30 | $469k | 6.0k | 77.58 |
| 2024-03-31 | $633k | 8.8k | 71.74 |
| 2023-12-31 | $606k | 8.6k | 70.12 |
| 2023-09-30 | $875k | 14k | 64.72 |
| 2023-06-30 | $355k | 5.0k | 70.25 |
| 2023-03-31 | $288k | 4.1k | 69.58 |
| 2022-12-31 | $295k | 4.1k | 71.41 |
| 2022-09-30 | $281k | 4.1k | 68.01 |
| 2022-06-30 | $604k | 8.5k | 71.28 |
| 2022-03-31 | $300k | 4.1k | 72.60 |
| 2021-12-31 | $703k | 10k | 68.55 |
| 2021-09-30 | $261k | 4.2k | 61.89 |
| 2021-06-30 | $255k | 4.2k | 60.47 |
| 2021-03-31 | $262k | 4.2k | 62.13 |
| 2020-12-31 | $658k | 11k | 61.40 |
| 2020-09-30 | $596k | 11k | 54.26 |
| 2020-06-30 | $757k | 15k | 51.87 |
| 2020-03-31 | $1.2M | 22k | 54.16 |
| 2019-12-31 | $1.4M | 22k | 63.68 |
More positions owned by Steel Peak Wealth Management
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