Southern Company shares owned by Wealthtrust Axiom
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Wealthtrust Axiom
from 13F filings
Historical chart of Wealthtrust Axiom investment in Southern Company
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Quarterly reported holdings in Southern Company by Wealthtrust Axiom
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $487k | 5.1k | 94.77 |
| 2025-06-30 | $472k | 5.1k | 91.83 |
| 2025-03-31 | $472k | 5.1k | 91.95 |
| 2024-12-31 | $423k | 5.1k | 82.32 |
| 2024-09-30 | $463k | 5.1k | 90.18 |
| 2024-06-30 | $399k | 5.1k | 77.57 |
| 2024-03-31 | $369k | 5.1k | 71.74 |
| 2023-12-31 | $360k | 5.1k | 70.13 |
| 2023-09-30 | $326k | 5.0k | 64.73 |
| 2023-06-30 | $354k | 5.0k | 70.26 |
| 2023-03-31 | $351k | 5.0k | 69.59 |
| 2022-12-31 | $360k | 5.0k | 71.42 |
| 2022-09-30 | $342k | 5.0k | 67.88 |
| 2022-06-30 | $359k | 5.0k | 71.26 |
| 2022-03-31 | $365k | 5.0k | 72.45 |
| 2021-12-31 | $331k | 4.8k | 68.42 |
| 2021-09-30 | $299k | 4.8k | 61.80 |
| 2021-06-30 | $292k | 4.8k | 60.36 |
| 2021-03-31 | $300k | 4.8k | 62.01 |
| 2020-12-31 | $297k | 4.8k | 61.39 |
| 2020-09-30 | $262k | 4.8k | 54.15 |
| 2020-06-30 | $250k | 4.8k | 51.67 |
| 2020-03-31 | $261k | 4.8k | 53.95 |
| 2019-12-31 | $308k | 4.8k | 63.66 |
| 2019-09-30 | $298k | 4.8k | 61.60 |
| 2019-06-30 | $267k | 4.8k | 55.19 |
| 2019-03-31 | $250k | 4.8k | 51.67 |
| 2018-12-31 | $212k | 4.8k | 43.82 |
| 2018-09-30 | $210k | 4.8k | 43.41 |
| 2018-06-30 | $224k | 4.8k | 46.30 |
| 2018-03-31 | $216k | 4.8k | 44.65 |
| 2017-12-31 | $244k | 5.1k | 47.94 |
| 2017-09-30 | $250k | 5.1k | 49.12 |
| 2017-06-30 | $253k | 5.3k | 47.83 |
| 2017-03-31 | $267k | 5.4k | 49.72 |
| 2016-12-31 | $314k | 6.4k | 49.15 |
| 2016-09-30 | $327k | 6.4k | 51.19 |
| 2016-06-30 | $342k | 6.4k | 53.54 |
| 2016-03-31 | $330k | 6.4k | 51.66 |
| 2015-12-31 | $298k | 6.4k | 46.65 |
| 2015-09-30 | $285k | 6.4k | 44.61 |
| 2015-06-30 | $267k | 6.4k | 41.80 |
| 2015-03-31 | $282k | 6.4k | 44.15 |
| 2014-12-31 | $313k | 6.4k | 49.00 |
| 2014-09-30 | $287k | 6.6k | 43.56 |
| 2014-06-30 | $298k | 6.6k | 45.23 |
| 2014-03-31 | $289k | 6.6k | 43.87 |
| 2013-12-31 | $245k | 6.0k | 41.07 |
| 2013-09-30 | $245k | 6.0k | 41.07 |
| 2013-06-30 | $297k | 6.7k | 44.03 |
| 2012-06-30 | $310k | 6.6k | 46.64 |
| 2012-03-31 | $298k | 6.6k | 44.84 |
| 2011-12-31 | $300k | 6.5k | 46.15 |
| 2011-09-30 | $258k | 6.1k | 42.29 |
| 2011-03-31 | $200k | 5.3k | 37.97 |