Southern Company shares owned by Ballew Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Ballew Advisors
from 13F filings
Historical chart of Ballew Advisors investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Ballew Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by Ballew Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $572k | 5.7k | 99.67 |
| 2025-06-30 | $525k | 5.7k | 91.52 |
| 2025-03-31 | $515k | 5.7k | 89.87 |
| 2024-12-31 | $479k | 5.8k | 81.87 |
| 2024-09-30 | $519k | 5.8k | 88.93 |
| 2024-06-30 | $519k | 6.5k | 80.05 |
| 2024-03-31 | $455k | 6.5k | 69.77 |
| 2023-12-31 | $457k | 6.5k | 70.32 |
| 2023-09-30 | $435k | 6.7k | 64.62 |
| 2023-06-30 | $475k | 6.7k | 70.73 |
| 2023-03-31 | $469k | 6.7k | 69.87 |
| 2022-12-31 | $499k | 7.1k | 70.34 |
| 2022-09-30 | $402k | 6.3k | 63.98 |
| 2018-09-30 | $71k | 1.6k | 44.85 |
| 2018-06-30 | $73k | 1.6k | 46.53 |
| 2018-03-31 | $69k | 1.6k | 44.43 |