Southern Company shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 15k | 94.77 |
| 2025-06-30 | $1.4M | 15k | 91.83 |
| 2025-03-31 | $1.4M | 15k | 91.95 |
| 2024-12-31 | $1.3M | 16k | 82.32 |
| 2024-09-30 | $981k | 11k | 90.18 |
| 2024-06-30 | $869k | 11k | 77.57 |
| 2024-03-31 | $802k | 11k | 71.74 |
| 2023-12-31 | $843k | 12k | 70.12 |
| 2023-09-30 | $325k | 5.0k | 64.72 |
| 2023-03-31 | $204k | 2.9k | 69.61 |
| 2020-06-30 | $525k | 10k | 51.86 |
| 2019-09-30 | $34k | 554 | 61.37 |