Southern Company shares owned by Asset Dedication
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Asset Dedication
from 13F filings
Historical chart of Asset Dedication investment in Southern Company
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Quarterly reported holdings in Southern Company by Asset Dedication
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $344k | 4.2k | 82.32 |
| 2024-09-30 | $866k | 9.6k | 90.18 |
| 2024-06-30 | $1.1M | 15k | 77.57 |
| 2024-03-31 | $1.1M | 15k | 72.57 |
| 2023-12-31 | $1.7M | 25k | 70.16 |
| 2023-09-30 | $1.6M | 25k | 64.71 |
| 2023-06-30 | $1.7M | 24k | 70.17 |
| 2023-03-31 | $1.5M | 22k | 69.55 |
| 2022-12-31 | $1.5M | 20k | 71.46 |
| 2022-09-30 | $1.3M | 19k | 68.05 |
| 2022-03-31 | $1.1M | 16k | 72.35 |
| 2021-12-31 | $221k | 3.2k | 68.08 |
| 2021-09-30 | $71k | 1.1k | 61.95 |
| 2021-06-30 | $69k | 1.1k | 60.21 |
| 2021-03-31 | $71k | 1.1k | 61.95 |
| 2020-12-31 | $72k | 1.2k | 61.07 |
| 2020-09-30 | $62k | 1.2k | 53.73 |
| 2020-06-30 | $60k | 1.2k | 51.99 |
| 2020-03-31 | $54k | 1.0k | 54.00 |
| 2019-12-31 | $65k | 1.0k | 63.66 |
| 2019-09-30 | $62k | 1.0k | 62.00 |
| 2019-06-30 | $55k | 1.0k | 55.00 |
| 2019-03-31 | $52k | 1.0k | 52.00 |
| 2018-12-31 | $44k | 1.0k | 44.00 |
| 2018-09-30 | $44k | 1.0k | 44.00 |
| 2018-06-30 | $46k | 1.0k | 46.00 |
| 2018-03-31 | $45k | 1.0k | 45.00 |
| 2017-12-31 | $48k | 1.0k | 48.00 |
| 2017-09-30 | $49k | 1.0k | 49.00 |
| 2017-06-30 | $48k | 1.0k | 48.00 |
| 2017-03-31 | $54k | 1.1k | 49.54 |
| 2016-12-31 | $53k | 1.1k | 48.62 |
| 2016-09-30 | $9.0k | 180 | 50.00 |
| 2016-06-30 | $9.0k | 180 | 50.00 |
| 2016-03-31 | $9.0k | 180 | 50.00 |