Southern Company shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in Southern Company
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Quarterly reported holdings in Southern Company by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.0M | 41k | 71.74 |
| 2023-12-31 | $2.7M | 39k | 70.12 |
| 2023-09-30 | $2.5M | 39k | 64.72 |
| 2023-06-30 | $2.9M | 41k | 70.25 |
| 2023-03-31 | $2.9M | 42k | 69.58 |
| 2022-12-31 | $3.0M | 42k | 71.41 |
| 2022-09-30 | $2.8M | 41k | 67.99 |
| 2022-06-30 | $2.9M | 41k | 71.31 |
| 2022-03-31 | $2.9M | 41k | 72.52 |
| 2021-12-31 | $2.8M | 41k | 68.58 |
| 2021-09-30 | $2.5M | 40k | 61.97 |
| 2021-06-30 | $2.6M | 41k | 62.16 |
| 2021-03-31 | $2.6M | 41k | 62.16 |
| 2020-12-31 | $2.5M | 40k | 61.44 |