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Southern Company shares owned by Aventail Capital Group

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

Historical chart of Aventail Capital Group investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Aventail Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $65M 689k 94.77
2025-06-30 $63M 689k 91.83
2025-03-31 $11M 118k 91.95
2024-12-31 $9.7M 118k 82.32
2024-09-30 $4.5M 50k 90.18
2024-06-30 $5.0M 64k 77.57
2023-09-30 $12M 182k 64.72