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Southern Company shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.4M 62k 71.74
2023-12-31 $4.2M 60k 70.50
2023-09-30 $4.0M 62k 64.72
2023-06-30 $4.2M 60k 70.25
2023-03-31 $4.1M 59k 69.58
2022-12-31 $3.2M 45k 71.41
2022-09-30 $1.1M 16k 67.97
2022-06-30 $775k 11k 71.45
2022-03-31 $360k 4.7k 76.05
2021-12-31 $333k 4.9k 67.81
2021-09-30 $264k 4.3k 61.96
2021-06-30 $252k 4.1k 61.36
2021-03-31 $325k 5.2k 62.89
2020-12-31 $251k 4.1k 61.46