Southern Company shares owned by WealthTrust Asset Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by WealthTrust Asset Management
from 13F filings
Historical chart of WealthTrust Asset Management investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by WealthTrust Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by WealthTrust Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $275k | 2.9k | 94.78 |
| 2025-06-30 | $266k | 2.9k | 91.82 |
| 2025-03-31 | $302k | 3.3k | 91.94 |
| 2024-12-31 | $270k | 3.3k | 82.31 |
| 2024-09-30 | $293k | 3.2k | 90.19 |
| 2024-06-30 | $251k | 3.2k | 77.58 |
| 2024-03-31 | $232k | 3.2k | 71.73 |
| 2023-12-31 | $226k | 3.2k | 70.13 |
| 2023-09-30 | $209k | 3.2k | 64.73 |
| 2023-06-30 | $226k | 3.2k | 70.25 |
| 2023-03-31 | $223k | 3.2k | 69.58 |
| 2022-12-31 | $235k | 3.3k | 71.41 |
| 2022-09-30 | $223k | 3.3k | 68.01 |
| 2022-06-30 | $233k | 3.3k | 71.21 |
| 2022-03-31 | $237k | 3.3k | 72.61 |
| 2021-12-31 | $229k | 3.3k | 68.65 |
| 2021-09-30 | $206k | 3.3k | 61.90 |
More positions owned by WealthTrust Asset Management
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