Southern Company shares owned by Winch Advisory Services
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Winch Advisory Services
from 13F filings
Historical chart of Winch Advisory Services investment in Southern Company
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Quarterly reported holdings in Southern Company by Winch Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $52k | 551 | 94.76 |
| 2025-06-30 | $60k | 658 | 91.85 |
| 2025-03-31 | $60k | 653 | 91.91 |
| 2024-12-31 | $53k | 647 | 82.37 |
| 2024-09-30 | $19k | 216 | 90.02 |
| 2024-06-30 | $17k | 214 | 77.53 |
| 2024-03-31 | $20k | 283 | 71.80 |
| 2023-12-31 | $15k | 210 | 70.07 |
| 2023-09-30 | $13k | 208 | 62.50 |
| 2023-06-30 | $14k | 206 | 67.96 |
| 2023-03-31 | $14k | 204 | 68.63 |
| 2022-12-31 | $14k | 201 | 69.65 |
| 2022-09-30 | $14k | 199 | 70.35 |
| 2022-06-30 | $14k | 198 | 70.71 |
| 2022-03-31 | $7.0k | 99 | 70.71 |
| 2021-12-31 | $7.0k | 100 | 70.00 |
| 2021-09-30 | $6.0k | 99 | 60.61 |
| 2021-06-30 | $6.0k | 98 | 61.22 |
| 2021-03-31 | $6.0k | 97 | 61.86 |
| 2020-12-31 | $6.0k | 96 | 62.50 |
| 2020-09-30 | $5.0k | 95 | 52.63 |
| 2020-06-30 | $5.0k | 94 | 53.19 |
| 2020-03-31 | $5.0k | 93 | 53.76 |
| 2019-12-31 | $6.0k | 92 | 65.22 |
| 2019-09-30 | $6.0k | 91 | 65.93 |
| 2019-06-30 | $5.0k | 90 | 55.56 |
| 2018-09-30 | $9.0k | 202 | 44.55 |
| 2018-06-30 | $9.0k | 202 | 44.55 |
| 2018-03-31 | $16k | 361 | 44.32 |
| 2017-12-31 | $35k | 730 | 47.95 |
| 2017-09-30 | $28k | 567 | 49.38 |
| 2017-06-30 | $27k | 560 | 48.21 |
| 2017-03-31 | $10k | 200 | 50.00 |
| 2016-12-31 | $10k | 200 | 50.00 |
| 2016-09-30 | $10k | 200 | 50.00 |
| 2016-06-30 | $11k | 200 | 55.00 |