Southern shares owned by Wellesley Investment Advisors
Quarter-by-quarter ownership of Southern shares owned by Wellesley Investment Advisors
from 13F filings
Historical chart of Wellesley Investment Advisors investment in Southern
Tip: Access up to 7 years of quarterly data
All positions including Southern held by Wellesley Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Southern by Wellesley Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.5B | 3.2M | 1113.95 |
2024-06-30 | $3.4B | 3.4M | 1021.25 |
2024-03-31 | $121M | 121k | 997.60 |
More positions owned by Wellesley Investment Advisors
View all positions for Wellesley Investment Advisors