Southern Company shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.8M | 27k | 64.72 |
| 2023-06-30 | $2.0M | 28k | 70.25 |
| 2023-03-31 | $1.9M | 28k | 69.58 |
| 2022-12-31 | $1.8M | 26k | 71.41 |
| 2022-09-30 | $1.7M | 25k | 67.98 |
| 2022-06-30 | $1.6M | 23k | 71.30 |
| 2022-03-31 | $1.5M | 21k | 72.53 |
| 2021-12-31 | $1.4M | 21k | 68.56 |
| 2021-09-30 | $1.3M | 20k | 61.98 |
| 2021-06-30 | $1.0M | 17k | 60.49 |
| 2020-12-31 | $1.3M | 20k | 61.42 |
| 2020-06-30 | $860k | 17k | 51.83 |
| 2019-12-31 | $893k | 14k | 63.68 |
| 2019-09-30 | $747k | 12k | 61.75 |
| 2019-06-30 | $679k | 12k | 55.30 |
| 2019-03-31 | $592k | 12k | 51.67 |
| 2018-12-31 | $481k | 11k | 43.96 |
| 2018-09-30 | $446k | 10k | 43.57 |
| 2018-06-30 | $309k | 6.7k | 46.24 |
| 2018-03-31 | $429k | 9.6k | 44.63 |
| 2017-12-31 | $469k | 9.7k | 48.13 |
| 2017-09-30 | $386k | 7.9k | 49.16 |
| 2017-06-30 | $368k | 7.7k | 47.94 |
| 2017-03-31 | $398k | 8.0k | 49.81 |
| 2016-12-31 | $392k | 8.0k | 49.24 |
| 2016-09-30 | $486k | 9.5k | 51.25 |
| 2016-06-30 | $504k | 9.4k | 53.61 |
| 2016-03-31 | $465k | 9.0k | 51.71 |
| 2015-12-31 | $541k | 12k | 46.79 |
| 2015-09-30 | $505k | 11k | 44.70 |
| 2015-06-30 | $467k | 11k | 41.86 |
| 2015-03-31 | $611k | 14k | 44.29 |
| 2014-12-31 | $710k | 15k | 49.12 |
| 2014-09-30 | $743k | 17k | 43.62 |
| 2014-06-30 | $564k | 12k | 45.38 |
| 2014-03-31 | $402k | 9.2k | 43.89 |
| 2013-12-31 | $366k | 8.9k | 41.09 |
| 2013-09-30 | $347k | 8.4k | 41.15 |
| 2013-06-30 | $357k | 8.1k | 44.16 |