Southern Company shares owned by Bogart Wealth
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in Southern Company
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Quarterly reported holdings in Southern Company by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $218k | 2.3k | 96.50 |
| 2025-12-31 | $180k | 2.1k | 87.22 |
| 2025-09-30 | $184k | 1.9k | 94.78 |
| 2025-06-30 | $176k | 1.9k | 91.82 |
| 2025-03-31 | $152k | 1.7k | 91.92 |
| 2024-12-31 | $129k | 1.6k | 82.33 |
| 2024-09-30 | $140k | 1.5k | 90.18 |
| 2024-06-30 | $114k | 1.5k | 77.56 |
| 2024-03-31 | $105k | 1.5k | 71.73 |
| 2023-12-31 | $87k | 1.2k | 70.10 |
| 2023-09-30 | $82k | 1.3k | 64.70 |
| 2023-06-30 | $89k | 1.3k | 70.23 |
| 2023-03-31 | $95k | 1.4k | 69.56 |
| 2022-12-31 | $122k | 1.7k | 71.39 |
| 2022-09-30 | $118k | 1.7k | 67.78 |
| 2022-06-30 | $113k | 1.6k | 71.11 |
| 2022-03-31 | $115k | 1.6k | 72.37 |
| 2021-12-31 | $109k | 1.6k | 68.60 |
| 2021-09-30 | $98k | 1.6k | 61.67 |
| 2021-06-30 | $96k | 1.6k | 60.42 |
| 2021-03-31 | $99k | 1.6k | 62.30 |
| 2020-12-31 | $97k | 1.6k | 61.04 |
| 2020-09-30 | $86k | 1.6k | 54.12 |
| 2020-06-30 | $86k | 1.7k | 51.68 |
| 2020-03-31 | $90k | 1.7k | 54.09 |
| 2019-12-31 | $106k | 1.7k | 63.86 |
| 2019-09-30 | $103k | 1.7k | 62.05 |
| 2019-06-30 | $93k | 1.7k | 55.09 |
| 2019-03-31 | $87k | 1.7k | 51.54 |
| 2018-12-31 | $74k | 1.7k | 43.84 |
| 2018-09-30 | $74k | 1.7k | 43.84 |
| 2018-06-30 | $81k | 1.8k | 46.08 |
| 2018-03-31 | $79k | 1.8k | 44.94 |
| 2017-12-31 | $128k | 2.7k | 47.98 |
| 2017-09-30 | $451k | 9.1k | 49.63 |
| 2017-06-30 | $464k | 9.7k | 47.86 |
| 2017-03-31 | $434k | 8.7k | 49.78 |
| 2016-12-31 | $337k | 6.9k | 49.18 |