Southern Company shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.0M | 86k | 70.12 |
| 2023-09-30 | $1.8M | 28k | 64.72 |
| 2023-06-30 | $1.5M | 21k | 70.25 |
| 2023-03-31 | $1.3M | 19k | 69.58 |
| 2022-12-31 | $1.2M | 17k | 71.41 |
| 2022-09-30 | $1.1M | 17k | 67.99 |
| 2022-06-30 | $709k | 9.9k | 71.34 |
| 2022-03-31 | $533k | 7.4k | 72.46 |
| 2021-12-31 | $545k | 7.9k | 68.58 |
| 2021-09-30 | $491k | 7.9k | 61.94 |
| 2021-06-30 | $384k | 6.3k | 60.59 |
| 2021-03-31 | $401k | 6.5k | 62.09 |
| 2020-12-31 | $442k | 7.2k | 61.38 |
| 2020-09-30 | $217k | 4.0k | 54.21 |
| 2017-12-31 | $219k | 4.5k | 48.16 |
| 2017-09-30 | $223k | 4.5k | 49.04 |
| 2017-06-30 | $218k | 4.5k | 47.94 |
| 2017-03-31 | $217k | 4.4k | 49.75 |
| 2016-12-31 | $225k | 4.6k | 49.14 |
| 2016-09-30 | $236k | 4.6k | 51.20 |
| 2016-06-30 | $227k | 4.2k | 53.61 |
| 2016-03-31 | $217k | 4.2k | 51.83 |
| 2015-03-31 | $331k | 7.5k | 44.28 |
| 2014-12-31 | $448k | 9.1k | 49.06 |
| 2014-09-30 | $418k | 9.2k | 45.38 |
| 2014-06-30 | $418k | 9.2k | 45.38 |
| 2014-03-31 | $468k | 11k | 43.98 |
| 2013-12-31 | $431k | 11k | 41.15 |
| 2013-09-30 | $472k | 12k | 41.14 |
| 2013-06-30 | $481k | 11k | 44.11 |