Southern Company shares owned by AllGen Financial Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by AllGen Financial Advisors
from 13F filings
Historical chart of AllGen Financial Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by AllGen Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $218k | 2.3k | 94.77 |
| 2025-06-30 | $211k | 2.3k | 91.83 |
| 2025-03-31 | $212k | 2.3k | 91.95 |
| 2024-09-30 | $207k | 2.3k | 90.18 |
| 2022-12-31 | $292k | 4.1k | 71.41 |
| 2022-09-30 | $278k | 4.1k | 68.00 |
| 2022-06-30 | $291k | 4.1k | 71.32 |
| 2022-03-31 | $1.2M | 42k | 28.80 |
| 2021-09-30 | $1.1M | 42k | 25.35 |