Southern Company shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.5M | 19k | 82.06 |
| 2024-09-30 | $1.6M | 18k | 89.90 |
| 2024-03-31 | $1.3M | 19k | 71.74 |
| 2023-12-31 | $1.3M | 19k | 70.12 |
| 2023-09-30 | $1.1M | 17k | 64.72 |
| 2023-06-30 | $1.6M | 23k | 70.24 |
| 2023-03-31 | $932M | 13k | 69580.96 |
| 2022-12-31 | $875M | 12k | 71408.74 |
| 2022-09-30 | $597k | 8.8k | 68.03 |
| 2022-06-30 | $360k | 3.4k | 105.02 |
| 2022-03-31 | $499k | 6.9k | 72.47 |
| 2021-12-31 | $428k | 6.3k | 68.29 |
| 2021-09-30 | $316k | 5.1k | 62.05 |
| 2021-06-30 | $209k | 4.3k | 48.19 |
| 2021-03-31 | $256k | 4.1k | 62.12 |
| 2019-12-31 | $230k | 3.6k | 63.82 |
| 2019-09-30 | $346k | 5.6k | 61.73 |
| 2019-06-30 | $307k | 5.6k | 55.20 |
| 2019-03-31 | $277k | 5.4k | 51.65 |
| 2018-12-31 | $315k | 7.2k | 43.85 |
| 2018-09-30 | $316k | 7.2k | 43.65 |
| 2018-06-30 | $441k | 9.5k | 46.31 |
| 2018-03-31 | $371k | 8.3k | 44.71 |
| 2017-12-31 | $410k | 8.5k | 48.10 |
| 2017-09-30 | $378k | 7.7k | 49.17 |
| 2017-06-30 | $368k | 7.7k | 47.87 |
| 2017-03-31 | $354k | 7.1k | 49.73 |
| 2016-12-31 | $326k | 6.6k | 49.19 |