Southern Company shares owned by Capital Investment Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Capital Investment Advisors
from 13F filings
Historical chart of Capital Investment Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $40M | 554k | 71.74 |
| 2023-12-31 | $38M | 542k | 70.12 |
| 2023-09-30 | $35M | 542k | 64.72 |
| 2023-06-30 | $38M | 541k | 70.25 |
| 2023-03-31 | $37M | 524k | 69.58 |
| 2022-12-31 | $37M | 520k | 71.41 |
| 2022-09-30 | $35M | 520k | 68.00 |
| 2022-06-30 | $43M | 603k | 71.31 |
| 2022-03-31 | $43M | 590k | 72.51 |
| 2021-12-31 | $40M | 577k | 68.58 |
| 2021-09-30 | $36M | 574k | 61.97 |
| 2021-06-30 | $34M | 560k | 60.51 |
| 2021-03-31 | $33M | 529k | 62.16 |
| 2020-12-31 | $30M | 491k | 61.43 |
| 2020-09-30 | $26M | 484k | 54.22 |
| 2020-06-30 | $24M | 467k | 51.85 |
| 2020-03-31 | $24M | 451k | 54.14 |
| 2019-12-31 | $22M | 348k | 63.70 |
| 2019-09-30 | $26M | 413k | 61.77 |
| 2019-06-30 | $24M | 432k | 55.28 |
| 2019-03-31 | $22M | 430k | 51.68 |
| 2018-12-31 | $19M | 434k | 43.92 |
| 2018-09-30 | $19M | 431k | 43.60 |
| 2018-06-30 | $20M | 431k | 46.31 |
| 2018-03-31 | $18M | 403k | 44.66 |
| 2017-12-31 | $15M | 317k | 48.09 |
| 2017-09-30 | $16M | 320k | 49.14 |
| 2017-06-30 | $15M | 308k | 47.88 |
| 2017-03-31 | $15M | 306k | 49.78 |
| 2016-12-31 | $14M | 290k | 49.19 |
| 2016-09-30 | $15M | 287k | 51.30 |
| 2016-06-30 | $16M | 294k | 53.63 |
| 2016-03-31 | $16M | 305k | 51.73 |
| 2015-12-31 | $14M | 291k | 46.79 |
| 2015-09-30 | $12M | 274k | 44.70 |
| 2015-06-30 | $9.7M | 231k | 41.90 |
| 2015-03-31 | $10M | 210k | 49.11 |
| 2014-12-31 | $10M | 210k | 49.11 |
| 2014-09-30 | $9.1M | 208k | 43.65 |
| 2014-06-30 | $8.6M | 190k | 45.38 |
| 2014-03-31 | $8.0M | 182k | 43.94 |
| 2013-12-31 | $6.9M | 169k | 41.11 |
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