Southern Company shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in Southern Company
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All positions including Southern Company held by Sweet Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $215k | 2.4k | 90.18 |
| 2023-06-30 | $267k | 3.8k | 70.25 |
| 2023-03-31 | $265k | 3.8k | 69.58 |
| 2022-12-31 | $272k | 3.8k | 71.41 |
| 2022-09-30 | $245k | 3.6k | 67.94 |
| 2022-06-30 | $233k | 3.3k | 71.19 |
| 2022-03-31 | $237k | 3.3k | 72.43 |