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
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Apella Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 11k | 98.43 |
| 2025-06-30 | $1.0M | 11k | 91.66 |
| 2025-03-31 | $970k | 11k | 87.80 |
| 2024-12-31 | $501k | 6.1k | 82.32 |
| 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 |