Ownership history in Windle Wealth, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Windle Wealth, LLC reported a position in SOUTHERN CO (SO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 90,918 | -340 | -0.4% | 3.55% | $7.9M | $86.52 |
| 2025 Q3 | ADDED | 91,258 | +1,327 | +1.5% | 3.87% | $8.6M | $93.26 |
| 2025 Q2 | ADDED | 89,931 | +1,037 | +1.2% | 4.04% | $8.3M | $89.66 |
| 2025 Q1 | ADDED | 88,894 | +593 | +0.7% | 4.21% | $8.2M | $89.03 |
| 2024 Q4 | ADDED | 88,301 | +1,642 | +1.9% | 4.02% | $7.3M | $79.03 |
| 2024 Q3 | REDUCED | 86,659 | -859 | -1.0% | 4.25% | $7.8M | $85.87 |
| 2024 Q2 | REDUCED | 87,518 | -2,673 | -3.0% | 4.14% | $6.8M | $73.25 |
| 2024 Q1 | ADDED | 90,191 | +3,672 | +4.2% | 4.12% | $6.5M | $67.13 |
| 2023 Q4 | REDUCED | 86,519 | -1,373 | -1.6% | 4.25% | $6.1M | $64.93 |
| 2023 Q3 | ADDED | 87,892 | +2,981 | +3.5% | 4.24% | $5.7M | $59.33 |
As of 2025 Q4 — sorted by position size