Southern Company shares owned by Kmg Fiduciary Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Kmg Fiduciary Partners
from 13F filings
Historical chart of Kmg Fiduciary Partners investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Kmg Fiduciary Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Southern Company by Kmg Fiduciary Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $306k | 4.3k | 71.74 |
2023-12-31 | $280k | 4.0k | 70.12 |
2023-09-30 | $291k | 4.5k | 64.72 |
2023-06-30 | $562k | 8.0k | 70.25 |
2023-03-31 | $557k | 8.0k | 69.58 |
2022-12-31 | $570k | 8.0k | 71.41 |
2022-09-30 | $570k | 8.4k | 67.95 |
2022-06-30 | $608k | 8.5k | 71.34 |
2022-03-31 | $628k | 8.7k | 72.57 |
2021-12-31 | $587k | 8.6k | 68.62 |
2021-09-30 | $523k | 8.4k | 61.94 |
2021-06-30 | $505k | 8.3k | 60.52 |
2021-03-31 | $449k | 7.2k | 62.18 |
2020-12-31 | $329k | 5.5k | 59.80 |
2020-09-30 | $217k | 4.0k | 54.29 |
2020-03-31 | $584k | 11k | 54.16 |
2019-12-31 | $511k | 8.0k | 63.76 |
2019-09-30 | $495k | 8.0k | 61.76 |
2019-06-30 | $385k | 7.0k | 55.28 |
2019-03-31 | $337k | 6.5k | 51.73 |