Wellesley Investment Advisors »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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