Southern Company shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $24M | 267k | 90.18 |
| 2024-06-30 | $17M | 221k | 77.57 |
| 2024-03-31 | $13M | 182k | 71.74 |
| 2023-09-30 | $11M | 176k | 64.72 |
| 2023-06-30 | $131M | 1.9M | 70.25 |
| 2023-03-31 | $12M | 175k | 69.58 |
| 2022-12-31 | $13M | 183k | 71.41 |
| 2022-09-30 | $3.7M | 54k | 67.99 |
| 2022-06-30 | $3.6M | 51k | 71.33 |
| 2022-03-31 | $3.5M | 48k | 72.53 |
| 2021-12-31 | $2.4M | 35k | 68.57 |
| 2021-09-30 | $2.4M | 38k | 61.98 |
| 2021-06-30 | $1.8M | 31k | 60.52 |
| 2021-03-31 | $1.5M | 25k | 62.19 |
| 2020-12-31 | $1.5M | 25k | 61.36 |
| 2020-09-30 | $1.4M | 27k | 54.22 |
| 2020-06-30 | $1.3M | 26k | 51.81 |
| 2020-03-31 | $1.4M | 26k | 54.12 |
| 2019-12-31 | $1.7M | 27k | 63.68 |
| 2019-09-30 | $1.5M | 24k | 61.74 |
| 2019-06-30 | $1.3M | 24k | 55.25 |
| 2019-03-31 | $1.2M | 23k | 51.65 |
| 2018-12-31 | $890k | 20k | 43.89 |