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Southern Company shares owned by Aspiriant

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Aspiriant from 13F filings

Historical chart of Aspiriant investment in Southern Company

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All positions including Southern Company held by Aspiriant consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Aspiriant

Quarter filed Position value Share count Share price at filing
2025-12-31 $390k 4.5k 87.19
2018-06-30 $229k 4.9k 46.34
2018-03-31 $357k 8.0k 44.69
2017-09-30 $531k 11k 49.18
2017-06-30 $593k 12k 47.90
2017-03-31 $682k 14k 49.79
2016-12-31 $781k 16k 49.17
2016-09-30 $870k 17k 51.29
2016-06-30 $625k 15k 42.36
2016-03-31 $852k 17k 51.73