Advisors Capital Management »

Southern Company shares owned by Advisors Capital Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Advisors Capital Management from 13F filings

Historical chart of Advisors Capital Management investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Advisors Capital Management 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 Company by Advisors Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $29M 303k 94.77
2025-06-30 $28M 300k 91.83
2025-03-31 $27M 290k 91.95
2024-12-31 $22M 265k 82.32
2024-09-30 $22M 241k 90.18
2024-06-30 $12M 152k 77.57
2024-03-31 $1.5M 21k 71.75
2023-12-31 $1.5M 22k 70.11
2023-09-30 $1.4M 21k 64.70
2023-06-30 $511k 7.3k 70.26
2023-03-31 $521k 7.5k 69.52
2022-12-31 $459k 6.4k 71.42
2022-09-30 $383k 5.9k 64.57
2022-06-30 $471k 6.6k 71.24
2022-03-31 $588k 8.1k 72.51
2021-12-31 $657k 9.6k 68.54
2021-09-30 $420k 6.8k 62.02
2021-06-30 $412k 6.8k 60.53
2021-03-31 $313k 5.0k 62.03
2020-12-31 $330k 5.4k 61.40
2020-09-30 $291k 5.4k 54.35
2020-06-30 $291k 5.6k 51.93
2020-03-31 $302k 5.6k 54.08
2019-12-31 $373k 5.9k 63.76
2019-09-30 $318k 5.1k 61.81
2019-06-30 $284k 5.1k 55.24