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Southern Company shares owned by Hrt Financial

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Hrt Financial from 13F filings

Historical chart of Hrt Financial investment in Southern Company

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All positions including Southern Company held by Hrt Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Hrt Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.8M 125k 70.12
2022-09-30 $31M 462k 68.00
2021-12-31 $10M 151k 68.57
2021-09-30 $16M 261k 61.97
2021-06-30 $8.8M 145k 60.51
2021-03-31 $8.3M 133k 62.16
2020-12-31 $3.6M 58k 61.43
2020-06-30 $2.5M 49k 51.83
2020-03-31 $2.1M 38k 54.12
2018-09-30 $304k 7.0k 43.52
2015-09-30 $247k 5.5k 44.62