Southern Company shares owned by Wells Trecaso Financial Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Wells Trecaso Financial Group
from 13F filings
Historical chart of Wells Trecaso Financial Group investment in Southern Company
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Quarterly reported holdings in Southern Company by Wells Trecaso Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $858k | 9.1k | 94.77 |
| 2025-06-30 | $832k | 9.1k | 91.83 |
| 2025-03-31 | $833k | 9.1k | 91.95 |
| 2024-12-31 | $745k | 9.1k | 82.32 |
| 2024-09-30 | $817k | 9.1k | 90.18 |
| 2024-06-30 | $702k | 9.1k | 77.57 |
| 2024-03-31 | $650k | 9.1k | 71.74 |
| 2023-12-31 | $635k | 9.1k | 70.12 |
| 2023-09-30 | $586k | 9.1k | 64.72 |
| 2023-06-30 | $636k | 9.1k | 70.25 |
| 2023-03-31 | $630k | 9.1k | 69.58 |
| 2022-12-31 | $647k | 9.1k | 71.41 |
| 2022-09-30 | $616k | 9.1k | 68.03 |
| 2022-06-30 | $646k | 9.1k | 71.34 |
| 2022-03-31 | $657k | 9.1k | 72.56 |
| 2021-12-31 | $621k | 9.1k | 68.58 |
| 2021-09-30 | $561k | 9.1k | 61.95 |
| 2021-06-30 | $548k | 9.1k | 60.52 |
| 2021-03-31 | $563k | 9.1k | 62.18 |
| 2020-12-31 | $556k | 9.1k | 61.40 |
| 2020-09-30 | $491k | 9.1k | 54.22 |
| 2020-06-30 | $470k | 9.1k | 51.91 |
| 2020-03-31 | $490k | 9.1k | 54.11 |
| 2019-12-31 | $577k | 9.1k | 63.72 |
| 2019-09-30 | $559k | 9.1k | 61.73 |
| 2019-06-30 | $501k | 9.1k | 55.33 |
| 2019-03-31 | $468k | 9.1k | 51.68 |
| 2018-12-31 | $398k | 9.1k | 43.95 |
| 2018-09-30 | $395k | 9.1k | 43.62 |
| 2018-06-30 | $419k | 9.1k | 46.27 |
| 2018-03-31 | $404k | 9.1k | 44.62 |
| 2017-12-31 | $515k | 11k | 48.11 |
More positions owned by Wells Trecaso Financial Group
View all positions for Wells Trecaso Financial Group