Southern Company shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $506k | 5.3k | 94.80 |
| 2025-03-31 | $492k | 5.3k | 91.95 |
| 2024-12-31 | $462k | 5.5k | 83.97 |
| 2024-09-30 | $514k | 5.7k | 90.18 |
| 2024-06-30 | $442k | 5.7k | 77.57 |
| 2024-03-31 | $482k | 6.7k | 71.74 |
| 2023-12-31 | $449k | 6.4k | 70.12 |
| 2023-09-30 | $436k | 6.4k | 68.72 |
| 2023-06-30 | $376k | 5.4k | 70.25 |
| 2023-03-31 | $372k | 5.4k | 69.58 |
| 2022-12-31 | $382k | 5.4k | 71.41 |
| 2022-09-30 | $349k | 5.4k | 65.23 |
| 2022-06-30 | $393k | 5.4k | 72.78 |
| 2022-03-31 | $377k | 5.2k | 72.50 |
| 2021-12-31 | $354k | 5.2k | 68.08 |
| 2021-09-30 | $322k | 5.2k | 61.92 |
| 2021-06-30 | $315k | 5.2k | 60.58 |
| 2021-03-31 | $326k | 5.3k | 61.51 |
| 2020-12-31 | $287k | 5.3k | 54.15 |
| 2020-09-30 | $330k | 5.6k | 58.93 |
| 2020-06-30 | $297k | 5.6k | 53.04 |
| 2020-03-31 | $310k | 5.6k | 55.36 |
| 2019-12-31 | $391k | 5.6k | 69.82 |
| 2019-09-30 | $408k | 6.6k | 61.59 |
| 2019-06-30 | $366k | 6.6k | 55.25 |
| 2019-03-31 | $341k | 6.6k | 51.48 |
| 2018-12-31 | $291k | 6.6k | 43.93 |
| 2018-09-30 | $322k | 7.3k | 44.14 |
| 2018-06-30 | $210k | 4.7k | 44.67 |
| 2018-03-31 | $210k | 4.7k | 44.67 |
| 2017-12-31 | $240k | 5.0k | 48.15 |
| 2017-09-30 | $246k | 5.0k | 49.19 |
| 2017-06-30 | $725k | 15k | 47.88 |
| 2017-03-31 | $765k | 15k | 49.79 |
| 2016-12-31 | $1.2M | 25k | 49.19 |
| 2016-09-30 | $1.3M | 24k | 51.32 |
| 2016-06-30 | $2.0M | 38k | 53.63 |
| 2016-03-31 | $2.0M | 39k | 51.74 |
| 2015-12-31 | $1.8M | 38k | 46.78 |
| 2015-09-30 | $1.6M | 36k | 44.68 |
| 2015-06-30 | $1.5M | 36k | 41.88 |
| 2015-03-31 | $1.6M | 38k | 43.37 |
| 2014-12-31 | $2.1M | 44k | 49.10 |
More positions owned by Summit Financial Wealth Advisors
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