Southern Company shares owned by Capital Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $79M | 875k | 90.18 |
| 2024-06-30 | $67M | 858k | 77.57 |
| 2024-03-31 | $52M | 720k | 71.74 |
| 2023-12-31 | $50M | 711k | 70.12 |
| 2023-09-30 | $48M | 741k | 64.72 |
| 2023-06-30 | $51M | 724k | 70.25 |
| 2023-03-31 | $45M | 649k | 69.58 |
| 2022-12-31 | $46M | 640k | 71.41 |
| 2022-09-30 | $40M | 634k | 63.51 |
| 2022-06-30 | $45M | 635k | 71.31 |
| 2022-03-31 | $40M | 558k | 72.51 |
| 2021-12-31 | $34M | 492k | 68.58 |
| 2021-09-30 | $29M | 471k | 61.97 |
| 2021-06-30 | $27M | 445k | 60.51 |
| 2021-03-31 | $26M | 425k | 62.16 |
| 2020-12-31 | $25M | 400k | 61.43 |
| 2020-09-30 | $21M | 391k | 54.22 |
| 2020-06-30 | $21M | 384k | 53.89 |
| 2020-03-31 | $19M | 350k | 54.14 |
| 2019-12-31 | $20M | 308k | 63.70 |
| 2019-09-30 | $14M | 251k | 55.28 |
| 2019-06-30 | $14M | 251k | 55.28 |
| 2019-03-31 | $3.0M | 58k | 51.69 |
| 2018-12-31 | $11M | 242k | 43.92 |
| 2018-09-30 | $10M | 236k | 43.60 |
| 2018-06-30 | $11M | 240k | 46.31 |
| 2018-03-31 | $10M | 230k | 44.66 |
| 2017-12-31 | $14M | 284k | 48.09 |
| 2017-09-30 | $14M | 286k | 49.14 |
| 2017-06-30 | $14M | 285k | 47.88 |
| 2017-03-31 | $14M | 276k | 49.78 |
| 2016-12-31 | $13M | 265k | 49.19 |
| 2016-09-30 | $12M | 237k | 51.30 |
| 2016-06-30 | $13M | 248k | 53.63 |
| 2016-03-31 | $13M | 255k | 51.73 |
| 2015-12-31 | $12M | 254k | 46.79 |
| 2015-09-30 | $12M | 259k | 44.70 |
| 2015-06-30 | $11M | 250k | 41.90 |
| 2015-03-31 | $10M | 234k | 44.28 |
| 2014-12-31 | $11M | 218k | 49.11 |
| 2014-09-30 | $9.2M | 212k | 43.65 |
| 2014-06-30 | $8.9M | 197k | 45.38 |
| 2014-03-31 | $8.0M | 183k | 43.94 |
| 2013-12-31 | $6.6M | 161k | 41.11 |
| 2013-09-30 | $5.8M | 140k | 41.18 |
| 2013-06-30 | $4.7M | 107k | 44.13 |