Southern Company shares owned by Brown Financial Advisory
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Brown Financial Advisory
from 13F filings
Historical chart of Brown Financial Advisory investment in Southern Company
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Quarterly reported holdings in Southern Company by Brown Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $288k | 3.0k | 94.78 |
| 2025-06-30 | $371k | 4.0k | 91.84 |
| 2025-03-31 | $258k | 2.8k | 91.95 |
| 2024-12-31 | $205k | 2.5k | 82.33 |
| 2024-09-30 | $220k | 2.4k | 90.18 |
| 2023-03-31 | $233k | 3.3k | 69.58 |
| 2022-12-31 | $217k | 3.0k | 71.41 |
| 2022-09-30 | $314k | 4.6k | 68.05 |
| 2022-06-30 | $329k | 4.6k | 71.30 |
| 2022-03-31 | $335k | 4.6k | 72.61 |
| 2021-12-31 | $316k | 4.6k | 68.49 |
| 2021-09-30 | $286k | 4.6k | 61.99 |
| 2021-06-30 | $279k | 4.6k | 60.47 |
| 2021-03-31 | $288k | 4.6k | 62.10 |
| 2020-12-31 | $254k | 4.1k | 61.38 |