Southern Company shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $255k | 3.3k | 77.57 |
2024-03-31 | $236k | 3.3k | 71.74 |
2023-12-31 | $236k | 3.4k | 70.12 |
2023-09-30 | $218k | 3.4k | 64.72 |
2023-06-30 | $221k | 3.1k | 70.25 |
2023-03-31 | $217k | 3.1k | 69.58 |
2022-12-31 | $223k | 3.1k | 71.41 |
2022-09-30 | $212k | 3.1k | 68.00 |
2022-06-30 | $223k | 3.1k | 71.31 |
2022-03-31 | $226k | 3.1k | 72.51 |
2021-12-31 | $214k | 3.1k | 68.58 |