Southern Company shares owned by Wealth Management Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in Southern Company
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All positions including Southern Company held by Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 28k | 94.77 |
| 2025-06-30 | $2.6M | 29k | 91.83 |
| 2025-03-31 | $3.1M | 33k | 91.95 |
| 2024-12-31 | $997k | 12k | 82.32 |
| 2024-09-30 | $1.1M | 12k | 90.18 |
| 2024-06-30 | $1.1M | 14k | 77.57 |
| 2024-03-31 | $991k | 14k | 71.74 |
| 2023-12-31 | $988k | 14k | 70.12 |
| 2023-09-30 | $926k | 14k | 64.72 |
| 2023-06-30 | $1.0M | 14k | 70.25 |
| 2023-03-31 | $1.0M | 15k | 69.58 |
| 2022-12-31 | $1.1M | 15k | 71.37 |
| 2022-09-30 | $1.2M | 18k | 68.03 |
| 2022-06-30 | $1.4M | 19k | 71.34 |
| 2022-03-31 | $1.4M | 19k | 72.51 |
| 2021-12-31 | $1.3M | 19k | 68.56 |
| 2021-09-30 | $1.2M | 19k | 62.00 |
| 2021-06-30 | $1.1M | 18k | 60.50 |
| 2021-03-31 | $1.2M | 19k | 62.16 |
| 2020-12-31 | $1.3M | 21k | 61.43 |
| 2020-09-30 | $1.2M | 23k | 54.20 |
| 2020-06-30 | $1.2M | 24k | 51.84 |
| 2020-03-31 | $1.9M | 35k | 54.15 |
| 2019-12-31 | $2.2M | 35k | 63.69 |
| 2019-09-30 | $2.3M | 37k | 61.77 |
| 2019-06-30 | $2.1M | 38k | 55.29 |
| 2019-03-31 | $3.3M | 63k | 51.68 |
| 2018-12-31 | $2.9M | 66k | 43.92 |
| 2018-09-30 | $889k | 20k | 43.62 |
| 2018-06-30 | $2.0M | 43k | 46.31 |
| 2018-03-31 | $2.0M | 44k | 44.67 |
| 2017-12-31 | $782k | 16k | 48.09 |
| 2017-09-30 | $1.1M | 22k | 49.12 |
| 2017-06-30 | $1.4M | 29k | 47.87 |
| 2017-03-31 | $2.6M | 53k | 49.77 |
| 2016-12-31 | $2.7M | 56k | 49.18 |
| 2016-09-30 | $3.1M | 60k | 51.30 |
| 2016-06-30 | $3.1M | 58k | 53.63 |
| 2016-03-31 | $3.3M | 64k | 51.73 |
| 2015-12-31 | $2.2M | 46k | 46.79 |
| 2015-09-30 | $1.5M | 33k | 44.70 |
| 2015-06-30 | $1.4M | 32k | 41.91 |
| 2015-03-31 | $1.4M | 31k | 44.29 |
| 2014-12-31 | $1.4M | 29k | 49.13 |
| 2014-09-30 | $788k | 18k | 43.62 |
| 2014-06-30 | $598k | 13k | 45.35 |
| 2014-03-31 | $591k | 14k | 43.90 |
| 2013-12-31 | $509k | 12k | 41.08 |
| 2013-09-30 | $527k | 13k | 41.14 |
| 2013-06-30 | $551k | 13k | 44.12 |
| 2013-03-31 | $1.1M | 24k | 46.91 |
| 2012-12-31 | $962k | 23k | 42.82 |
| 2012-09-30 | $1.0M | 22k | 46.11 |
| 2012-06-30 | $1.0M | 22k | 46.29 |
| 2012-03-31 | $915k | 20k | 44.92 |
| 2011-12-31 | $919k | 20k | 46.31 |
| 2011-09-30 | $252k | 5.9k | 42.44 |
| 2011-06-30 | $242k | 6.0k | 40.32 |