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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

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Quarterly reported holdings in Southern Company by Brendel Financial Advisors

Quarter filed Position value Share count Share price at filing
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