Southern Company shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Southern Company
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Quarterly reported holdings in Southern Company by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $146k | 1.5k | 94.77 |
| 2025-06-30 | $1.1M | 12k | 91.83 |
| 2024-12-31 | $1.1M | 12k | 86.78 |
| 2024-09-30 | $908k | 10k | 90.18 |
| 2024-06-30 | $570k | 7.4k | 77.57 |
| 2024-03-31 | $529k | 7.4k | 71.74 |
| 2023-12-31 | $497k | 7.1k | 70.12 |
| 2019-09-30 | $181k | 2.9k | 61.77 |
| 2019-06-30 | $159k | 2.9k | 55.00 |
| 2019-03-31 | $134k | 2.6k | 51.22 |
| 2018-12-31 | $124k | 2.6k | 47.44 |
| 2018-09-30 | $112k | 2.6k | 43.58 |
| 2018-06-30 | $157k | 3.4k | 46.23 |
| 2018-03-31 | $632k | 14k | 44.64 |
| 2017-12-31 | $811k | 16k | 52.03 |