Southern Company shares owned by Adviser Investments
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in Southern Company
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Quarterly reported holdings in Southern Company by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $437k | 4.6k | 94.76 |
| 2025-06-30 | $419k | 4.6k | 91.81 |
| 2024-12-31 | $709k | 8.6k | 82.32 |
| 2024-09-30 | $1.2M | 14k | 90.18 |
| 2024-06-30 | $945k | 12k | 77.57 |
| 2024-03-31 | $615k | 8.6k | 71.74 |
| 2023-12-31 | $604k | 8.6k | 70.12 |
| 2023-09-30 | $1.3M | 19k | 64.72 |
| 2023-06-30 | $506k | 7.2k | 70.25 |
| 2023-03-31 | $1.3M | 19k | 69.58 |
| 2022-12-31 | $1.3M | 19k | 71.56 |
| 2022-09-30 | $1.3M | 19k | 68.01 |
| 2022-06-30 | $1.7M | 24k | 71.33 |
| 2022-03-31 | $1.3M | 18k | 72.50 |
| 2021-12-31 | $1.2M | 18k | 68.57 |
| 2021-09-30 | $1.1M | 18k | 61.96 |
| 2021-06-30 | $1.1M | 18k | 60.49 |
| 2021-03-31 | $1.1M | 18k | 62.14 |
| 2020-12-31 | $763k | 12k | 61.41 |
| 2020-09-30 | $675k | 12k | 54.25 |
| 2020-06-30 | $644k | 12k | 51.84 |
| 2020-03-31 | $677k | 13k | 54.10 |
| 2019-12-31 | $791k | 12k | 63.72 |
| 2019-09-30 | $767k | 12k | 61.79 |
| 2019-06-30 | $703k | 13k | 55.30 |
| 2019-03-31 | $641k | 12k | 51.64 |
| 2018-12-31 | $545k | 12k | 43.91 |
| 2018-09-30 | $541k | 12k | 43.58 |
| 2018-06-30 | $580k | 13k | 46.28 |
| 2018-03-31 | $14k | 310 | 45.16 |