Southern Company shares owned by Summit Financial
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Southern Company
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All positions including Southern Company held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 86k | 94.77 |
| 2025-06-30 | $7.9M | 87k | 91.83 |
| 2025-03-31 | $7.4M | 80k | 91.95 |
| 2024-12-31 | $4.7M | 58k | 82.32 |
| 2024-09-30 | $4.6M | 51k | 90.18 |
| 2024-06-30 | $4.0M | 51k | 77.57 |
| 2024-03-31 | $1.3M | 18k | 71.74 |