Southern Company shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by YHB Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $206k | 2.9k | 71.74 |
| 2023-12-31 | $207k | 2.9k | 70.12 |
| 2023-09-30 | $201k | 3.1k | 64.72 |
| 2023-06-30 | $214k | 3.0k | 70.25 |
| 2023-03-31 | $212k | 3.0k | 69.58 |
| 2022-12-31 | $272k | 3.8k | 71.41 |
| 2022-09-30 | $287k | 4.2k | 68.11 |
| 2022-06-30 | $308k | 4.3k | 71.40 |
| 2022-03-31 | $313k | 4.3k | 72.55 |
| 2021-12-31 | $296k | 4.3k | 68.61 |
| 2021-09-30 | $249k | 4.0k | 61.97 |
| 2021-06-30 | $243k | 4.0k | 60.48 |
| 2021-03-31 | $261k | 4.0k | 64.96 |
| 2020-12-31 | $247k | 4.0k | 61.47 |
| 2020-06-30 | $279k | 5.4k | 51.76 |
| 2020-03-31 | $345k | 6.4k | 54.08 |
| 2019-12-31 | $406k | 6.4k | 63.64 |
| 2019-09-30 | $394k | 6.4k | 61.76 |
| 2019-06-30 | $360k | 6.5k | 55.34 |
| 2019-03-31 | $336k | 6.5k | 51.65 |
| 2018-12-31 | $312k | 7.1k | 43.91 |
| 2018-09-30 | $314k | 7.2k | 43.58 |
| 2018-06-30 | $343k | 7.4k | 46.32 |
| 2018-03-31 | $335k | 7.5k | 44.67 |
| 2017-12-31 | $415k | 8.6k | 48.03 |
| 2017-09-30 | $425k | 8.6k | 49.19 |
| 2017-06-30 | $432k | 9.0k | 47.93 |
| 2017-03-31 | $454k | 9.1k | 49.79 |
| 2016-12-31 | $418k | 8.5k | 49.19 |
| 2016-09-30 | $436k | 8.5k | 51.31 |
| 2016-06-30 | $456k | 8.5k | 53.67 |
| 2016-03-31 | $480k | 9.3k | 51.69 |
| 2015-12-31 | $450k | 9.6k | 46.77 |
| 2015-09-30 | $422k | 9.4k | 44.73 |
| 2015-06-30 | $244k | 5.8k | 41.90 |
| 2015-03-31 | $272k | 6.1k | 44.31 |
| 2014-12-31 | $298k | 6.1k | 49.10 |
| 2014-09-30 | $257k | 5.9k | 43.58 |
| 2014-06-30 | $264k | 5.8k | 45.34 |
| 2014-03-31 | $256k | 5.8k | 43.96 |
| 2013-12-31 | $239k | 5.8k | 41.04 |
| 2013-09-30 | $240k | 5.8k | 41.22 |
| 2013-06-30 | $257k | 5.8k | 44.14 |
| 2013-03-31 | $273k | 5.8k | 46.88 |
| 2012-12-31 | $249k | 5.8k | 42.76 |
| 2012-09-30 | $268k | 5.8k | 46.02 |
| 2012-06-30 | $270k | 5.8k | 46.37 |
| 2012-03-31 | $217k | 4.8k | 44.99 |
| 2011-12-31 | $223k | 4.8k | 46.24 |
| 2011-09-30 | $204k | 4.8k | 42.30 |
| 2003-06-30 | $524k | 17k | 31.17 |