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
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Quarterly reported holdings in Southern Company by Brendel Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $294k | 3.1k | 94.77 |
| 2025-06-30 | $285k | 3.1k | 91.94 |
| 2025-03-31 | $285k | 3.1k | 91.94 |
| 2024-12-31 | $255k | 3.1k | 82.26 |
| 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 |
More positions owned by Brendel Financial Advisors
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