Southern Company shares owned by Baltimore-Washington Financial Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Baltimore-Washington Financial Advisors
from 13F filings
Historical chart of Baltimore-Washington Financial Advisors investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Baltimore-Washington Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by Baltimore-Washington Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 114k | 94.77 |
| 2025-06-30 | $9.8M | 106k | 91.83 |
| 2025-03-31 | $8.2M | 90k | 91.95 |
| 2024-12-31 | $7.0M | 86k | 82.32 |
| 2024-09-30 | $7.4M | 83k | 90.18 |
| 2024-06-30 | $6.2M | 81k | 77.57 |
| 2024-03-31 | $5.7M | 79k | 71.74 |
| 2023-12-31 | $5.2M | 75k | 70.12 |
| 2023-09-30 | $4.6M | 72k | 64.72 |
| 2015-09-30 | $31k | 700 | 44.29 |
| 2015-06-30 | $29k | 700 | 41.43 |
| 2015-03-31 | $31k | 700 | 44.29 |
| 2014-12-31 | $34k | 700 | 48.57 |
| 2014-09-30 | $22k | 500 | 44.00 |
| 2014-06-30 | $23k | 500 | 46.00 |
| 2014-03-31 | $22k | 500 | 43.94 |
| 2013-12-31 | $21k | 500 | 42.00 |
More positions owned by Baltimore-Washington Financial Advisors
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