Southern Company shares owned by Advisory Research
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Advisory Research
from 13F filings
Historical chart of Advisory Research investment in Southern Company
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Quarterly reported holdings in Southern Company by Advisory Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $260k | 4.0k | 64.72 |
| 2023-06-30 | $282k | 4.0k | 70.25 |
| 2016-09-30 | $1.2M | 27k | 43.95 |
| 2015-09-30 | $353k | 7.9k | 44.67 |
| 2015-06-30 | $340k | 8.1k | 41.96 |
| 2015-03-31 | $354k | 8.0k | 44.26 |
| 2014-12-31 | $383k | 7.8k | 49.14 |
| 2014-09-30 | $341k | 7.8k | 43.70 |
| 2014-06-30 | $958k | 21k | 45.36 |
| 2014-03-31 | $1.2M | 27k | 43.95 |
| 2013-12-31 | $1.0M | 25k | 41.11 |
| 2013-09-30 | $1.3M | 32k | 41.18 |
| 2013-06-30 | $1.4M | 33k | 44.12 |