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Southern Company shares owned by Plante Moran Financial Advisors

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

Historical chart of Plante Moran Financial Advisors investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $297k 4.2k 70.12
2023-09-30 $273k 4.2k 64.72
2023-06-30 $100k 1.4k 70.25
2023-03-31 $99k 1.4k 69.58
2022-12-31 $102k 1.4k 71.41
2022-09-30 $83k 1.2k 67.76
2022-06-30 $82k 1.1k 71.62
2022-03-31 $82k 1.1k 72.89
2021-12-31 $95k 1.4k 68.74
2021-09-30 $118k 1.9k 62.14
2021-06-30 $2.0k 29 68.97
2021-03-31 $2.0k 27 74.07
2020-12-31 $332k 5.4k 61.46
2020-09-30 $22k 400 55.00
2020-06-30 $21k 400 52.50
2020-03-31 $22k 400 55.00
2019-12-31 $25k 400 62.50
2019-09-30 $25k 400 62.50
2019-06-30 $22k 400 55.00
2019-03-31 $21k 400 52.50
2018-12-31 $18k 400 45.00
2018-09-30 $17k 400 42.50
2018-06-30 $39k 849 45.94
2018-03-31 $19k 433 43.88
2017-12-31 $21k 433 48.50
2017-09-30 $21k 433 48.50
2017-06-30 $21k 433 48.50
2017-03-31 $22k 437 50.34
2016-12-31 $9.0k 182 49.45
2016-09-30 $2.0k 37 54.05
2016-06-30 $2.0k 37 54.05
2016-03-31 $67k 1.3k 51.42
2015-12-31 $8.0k 164 48.78
2015-09-30 $92k 2.1k 44.53
2015-06-30 $89k 2.1k 41.88
2015-03-31 $100k 2.3k 44.07
2014-12-31 $55k 1.1k 48.93
2014-09-30 $39k 895 43.58
2014-06-30 $60k 1.3k 45.52
2014-03-31 $73k 1.7k 44.11
2013-12-31 $85k 2.1k 41.08
2013-09-30 $125k 3.0k 41.10
2013-06-30 $165k 3.7k 44.22
2012-03-31 $225k 5.0k 44.84
2011-12-31 $232k 5.0k 46.23
2011-09-30 $214k 5.1k 42.34
2011-06-30 $216k 5.4k 40.34
2011-03-31 $239k 6.3k 38.19