Southern Company shares owned by AE Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 69k | 94.77 |
| 2025-06-30 | $4.0M | 44k | 91.82 |
| 2025-03-31 | $4.0M | 44k | 91.95 |
| 2024-12-31 | $3.9M | 48k | 82.34 |
| 2024-09-30 | $4.6M | 51k | 90.06 |
| 2024-06-30 | $3.8M | 83k | 46.00 |
| 2024-03-31 | $4.0M | 56k | 71.68 |
| 2023-12-31 | $18M | 266k | 69.11 |
| 2023-09-30 | $18M | 281k | 64.72 |
| 2023-06-30 | $20M | 277k | 70.25 |
| 2023-03-31 | $28M | 402k | 69.58 |
| 2022-12-31 | $27M | 384k | 71.41 |
| 2022-09-30 | $14M | 208k | 68.00 |
| 2022-06-30 | $14M | 199k | 71.31 |
| 2022-03-31 | $13M | 174k | 72.51 |
| 2021-12-31 | $11M | 165k | 68.58 |
| 2021-09-30 | $9.4M | 152k | 61.97 |
| 2021-06-30 | $9.5M | 156k | 60.51 |
| 2021-03-31 | $8.7M | 140k | 62.16 |
| 2020-12-31 | $8.6M | 139k | 61.43 |
| 2020-09-30 | $7.2M | 132k | 54.22 |
| 2020-06-30 | $7.0M | 136k | 51.85 |
| 2020-03-31 | $6.5M | 121k | 54.14 |
| 2019-12-31 | $7.8M | 123k | 63.70 |
| 2019-09-30 | $7.1M | 114k | 61.77 |
| 2019-06-30 | $6.9M | 125k | 55.28 |
| 2019-03-31 | $5.6M | 109k | 51.68 |
| 2018-12-31 | $3.8M | 86k | 43.92 |
| 2018-09-30 | $4.7M | 108k | 43.60 |
| 2018-06-30 | $2.8M | 60k | 46.31 |
| 2018-03-31 | $3.3M | 75k | 44.66 |
| 2017-12-31 | $3.3M | 68k | 48.09 |
| 2017-09-30 | $2.7M | 54k | 49.13 |
| 2017-06-30 | $2.5M | 52k | 47.87 |
| 2017-03-31 | $2.9M | 57k | 49.78 |
| 2016-12-31 | $1.6M | 33k | 49.19 |