Southern Company shares owned by Am Investment Strategies
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Am Investment Strategies
from 13F filings
Historical chart of Am Investment Strategies investment in Southern Company
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All positions including Southern Company held by Am Investment Strategies consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Am Investment Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.4M | 99k | 94.77 |
| 2025-06-30 | $9.1M | 99k | 91.83 |
| 2025-03-31 | $9.0M | 98k | 91.95 |
| 2024-12-31 | $7.4M | 89k | 82.32 |
| 2024-09-30 | $7.3M | 81k | 90.18 |
| 2024-06-30 | $6.4M | 82k | 77.57 |
| 2024-03-31 | $5.9M | 82k | 71.74 |
| 2023-12-31 | $4.7M | 67k | 70.12 |
| 2023-09-30 | $4.3M | 67k | 64.71 |
| 2023-06-30 | $1.1M | 16k | 70.23 |
| 2023-03-31 | $1.1M | 15k | 69.58 |
| 2022-12-31 | $1.0M | 14k | 71.43 |
| 2022-09-30 | $972k | 14k | 67.99 |
| 2022-06-30 | $988k | 14k | 71.34 |
| 2022-03-31 | $1.0M | 14k | 72.52 |
| 2021-12-31 | $924k | 14k | 68.58 |
| 2021-09-30 | $822k | 13k | 62.00 |
| 2021-06-30 | $802k | 13k | 60.49 |
| 2021-03-31 | $821k | 13k | 62.17 |
| 2020-12-31 | $831k | 14k | 61.43 |
| 2020-09-30 | $690k | 13k | 54.22 |