Southern Company shares owned by Apella Capital
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in Southern Company
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All positions including Southern Company held by Apella Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $540k | 5.9k | 91.59 |
| 2024-06-30 | $455k | 5.8k | 78.13 |
| 2024-03-31 | $291k | 4.1k | 70.60 |
| 2023-12-31 | $301k | 4.2k | 71.71 |
| 2023-06-30 | $200k | 2.8k | 70.26 |