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
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Quarterly reported holdings in Southern Company by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $312k | 3.3k | 94.77 |
| 2025-06-30 | $302k | 3.3k | 91.83 |
| 2025-03-31 | $303k | 3.3k | 91.95 |
| 2024-12-31 | $271k | 3.3k | 82.32 |
| 2024-09-30 | $297k | 3.3k | 90.18 |
| 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 |