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
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Southern Company by AE Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |