Brendel Financial Advisors »

Southern Company shares owned by Brendel Financial Advisors

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Brendel Financial Advisors from 13F filings

Historical chart of Brendel Financial Advisors investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Brendel Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Southern Company by Brendel Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $280k 3.1k 90.32
2024-06-30 $240k 3.1k 77.42
2023-12-31 $217k 3.1k 70.00
2023-03-31 $216k 3.1k 69.68
2022-06-30 $221k 3.1k 71.29
2022-03-31 $225k 3.1k 72.58
2021-12-31 $213k 3.1k 68.71
2021-06-30 $188k 3.1k 60.65
2019-12-31 $234k 3.7k 63.76
2019-09-30 $248k 4.0k 61.69
2019-06-30 $222k 4.0k 55.22
2019-03-31 $208k 4.0k 51.74