Southern Company shares owned by Bell Investment Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Bell Investment Advisors
from 13F filings
Historical chart of Bell Investment Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Bell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26k | 276 | 94.77 |
| 2025-06-30 | $28k | 299 | 91.83 |
| 2025-03-31 | $24k | 259 | 91.95 |
| 2024-12-31 | $21k | 258 | 82.32 |
| 2024-09-30 | $42k | 464 | 90.18 |
| 2024-03-31 | $33k | 456 | 71.74 |
| 2023-12-31 | $33k | 464 | 70.12 |
| 2023-09-30 | $34k | 526 | 64.72 |
| 2023-06-30 | $38k | 546 | 70.25 |
| 2023-03-31 | $34k | 487 | 69.58 |
| 2022-12-31 | $30k | 421 | 71.41 |
| 2022-09-30 | $13k | 185 | 70.27 |
| 2022-06-30 | $14k | 195 | 71.79 |
| 2021-12-31 | $8.0k | 119 | 67.23 |
| 2021-09-30 | $5.0k | 87 | 57.47 |