Southern Company shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 18k | 71.74 |
| 2023-12-31 | $1.3M | 18k | 70.12 |
| 2023-09-30 | $1.5M | 23k | 64.72 |
| 2023-06-30 | $1.6M | 23k | 70.25 |
| 2023-03-31 | $1.8M | 26k | 69.58 |
| 2022-12-31 | $4.9M | 65k | 75.17 |
| 2022-09-30 | $4.5M | 66k | 67.97 |
| 2022-06-30 | $1.5M | 21k | 71.29 |
| 2022-03-31 | $1.5M | 21k | 72.53 |
| 2021-12-31 | $1.4M | 21k | 68.58 |
| 2021-09-30 | $1.3M | 20k | 61.99 |
| 2021-06-30 | $1.3M | 20k | 63.85 |
| 2021-03-31 | $868k | 14k | 62.14 |
| 2020-12-31 | $861k | 14k | 61.42 |
| 2020-09-30 | $263k | 4.9k | 54.16 |
| 2020-06-30 | $1.1M | 22k | 51.87 |
| 2020-03-31 | $280k | 5.2k | 53.98 |
| 2019-12-31 | $253k | 4.0k | 63.58 |
More positions owned by Regent Peak Wealth Advisors
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