Southern Company shares owned by Adalta Capital Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Adalta Capital Management
from 13F filings
Historical chart of Adalta Capital Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Adalta Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 33k | 94.77 |
| 2025-06-30 | $3.0M | 33k | 91.83 |
| 2025-03-31 | $3.0M | 33k | 91.95 |
| 2024-12-31 | $2.7M | 33k | 82.32 |
| 2024-09-30 | $2.6M | 29k | 90.18 |
| 2024-06-30 | $2.2M | 28k | 77.57 |
| 2024-03-31 | $2.0M | 28k | 71.74 |
| 2023-09-30 | $1.8M | 27k | 64.71 |
| 2023-06-30 | $1.9M | 27k | 70.25 |
| 2023-03-31 | $1.9M | 27k | 69.59 |
| 2022-12-31 | $1.9M | 27k | 71.42 |
| 2022-09-30 | $1.8M | 26k | 68.02 |
| 2022-06-30 | $1.9M | 26k | 71.30 |
| 2022-03-31 | $1.9M | 26k | 72.46 |
| 2021-12-31 | $1.4M | 20k | 68.60 |
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