Southern Company shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital Wealth Advisors investment in Southern Company
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All positions including Southern Company held by U.S. Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by U.S. Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 36k | 94.77 |
| 2025-06-30 | $3.1M | 33k | 91.83 |
| 2025-03-31 | $3.0M | 33k | 91.95 |
| 2024-12-31 | $2.7M | 32k | 82.32 |
| 2024-09-30 | $2.5M | 28k | 90.18 |
| 2024-06-30 | $2.3M | 30k | 77.57 |
| 2024-03-31 | $2.0M | 28k | 71.74 |
| 2023-12-31 | $2.0M | 29k | 70.12 |
| 2023-06-30 | $532k | 7.6k | 70.25 |
| 2022-12-31 | $2.6M | 37k | 71.41 |
| 2022-03-31 | $10M | 140k | 72.51 |
| 2021-12-31 | $8.6M | 126k | 68.58 |
| 2021-09-30 | $7.8M | 126k | 61.97 |
More positions owned by U.S. Capital Wealth Advisors
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