Southern Company shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $659k | 9.2k | 71.74 |
| 2023-12-31 | $496k | 7.1k | 70.12 |
| 2023-09-30 | $452k | 7.0k | 64.72 |
| 2023-06-30 | $515k | 7.3k | 70.25 |
| 2023-03-31 | $480k | 6.9k | 69.58 |
| 2022-12-31 | $448k | 6.3k | 71.41 |
| 2022-09-30 | $403k | 5.9k | 67.99 |
| 2022-06-30 | $435k | 6.1k | 71.29 |
| 2022-03-31 | $430k | 5.9k | 72.59 |
| 2021-12-31 | $396k | 5.8k | 68.58 |
| 2021-09-30 | $342k | 5.5k | 61.95 |
| 2021-06-30 | $304k | 5.0k | 60.44 |
| 2021-03-31 | $311k | 5.0k | 62.25 |
| 2020-12-31 | $277k | 4.5k | 61.39 |
| 2020-09-30 | $243k | 4.5k | 54.01 |
| 2020-06-30 | $204k | 4.0k | 51.63 |
| 2020-03-31 | $210k | 3.9k | 54.12 |
| 2019-12-31 | $283k | 4.5k | 63.60 |
| 2019-09-30 | $274k | 4.4k | 61.73 |
| 2019-06-30 | $410k | 7.4k | 55.20 |
| 2019-03-31 | $383k | 7.4k | 51.64 |
| 2018-12-31 | $453k | 10k | 43.91 |
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