Southern Company shares owned by Richard Bernstein Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Richard Bernstein Advisors
from 13F filings
Historical chart of Richard Bernstein Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Richard Bernstein Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.5M | 54k | 64.72 |
| 2023-06-30 | $3.8M | 54k | 70.25 |
| 2023-03-31 | $3.8M | 54k | 69.58 |
| 2022-12-31 | $3.9M | 54k | 71.41 |
| 2022-09-30 | $3.7M | 54k | 67.97 |
| 2022-06-30 | $4.4M | 61k | 71.31 |
| 2022-03-31 | $3.9M | 54k | 72.51 |
| 2021-12-31 | $3.7M | 54k | 68.58 |
| 2020-03-31 | $1.7M | 31k | 54.13 |
| 2019-12-31 | $2.0M | 31k | 63.70 |
| 2019-09-30 | $1.9M | 31k | 61.75 |
| 2019-06-30 | $1.7M | 31k | 55.27 |
| 2015-06-30 | $342k | 8.2k | 41.88 |
| 2015-03-31 | $1.3M | 30k | 44.26 |
| 2014-12-31 | $1.5M | 30k | 49.12 |
| 2014-09-30 | $1.3M | 30k | 43.64 |
| 2014-06-30 | $1.4M | 30k | 45.39 |
| 2014-03-31 | $1.3M | 30k | 43.93 |
| 2013-12-31 | $1.0M | 25k | 41.10 |
| 2013-09-30 | $1.0M | 25k | 41.18 |
| 2013-06-30 | $1.1M | 25k | 44.11 |
| 2013-03-31 | $1.2M | 25k | 46.93 |
| 2012-09-30 | $1.8M | 38k | 46.08 |
| 2012-06-30 | $1.8M | 38k | 46.31 |
| 2012-03-31 | $1.7M | 38k | 44.93 |
| 2011-12-31 | $1.7M | 37k | 46.30 |
More positions owned by Richard Bernstein Advisors
View all positions for Richard Bernstein Advisors