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Southern Company shares owned by Carroll Financial Associates

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Carroll Financial Associates from 13F filings

Historical chart of Carroll Financial Associates investment in Southern Company

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All positions including Southern Company held by Carroll Financial Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Carroll Financial Associates

Quarter filed Position value Share count Share price at filing
2021-12-31 $1.7M 26k 66.94
2021-09-30 $1.7M 28k 61.96
2021-06-30 $1.7M 28k 60.50
2021-03-31 $1.7M 28k 62.13
2020-12-31 $2.0M 32k 61.40
2020-09-30 $1.8M 34k 54.20
2020-06-30 $1.8M 35k 51.84
2020-03-31 $2.1M 38k 54.14
2019-12-31 $2.5M 40k 63.70
2019-09-30 $2.4M 38k 61.76
2019-06-30 $2.1M 38k 55.26
2019-03-31 $1.4M 27k 51.64
2018-12-31 $1.1M 25k 44.58
2018-09-30 $1.2M 27k 43.58
2018-06-30 $1.2M 26k 46.29
2018-03-31 $1.2M 27k 44.64
2017-12-31 $1.4M 30k 48.08
2017-09-30 $1.5M 31k 49.34
2017-06-30 $1.6M 33k 47.87
2017-03-31 $1.5M 30k 49.77
2016-12-31 $1.5M 30k 49.18
2016-09-30 $1.7M 33k 51.28
2016-06-30 $1.9M 36k 53.61
2016-03-31 $1.7M 33k 51.72
2015-12-31 $1.5M 31k 46.78
2015-09-30 $1.4M 30k 46.07
2015-06-30 $1.2M 30k 41.88
2015-03-31 $1.2M 26k 44.27
2014-12-31 $644k 13k 49.43
2014-09-30 $703k 15k 47.56
2014-06-30 $1.1M 24k 45.36
2014-03-31 $987k 23k 43.96
2013-12-31 $832k 20k 41.09
2013-09-30 $860k 21k 41.14
2013-06-30 $21k 927 22.67
2012-12-31 $761k 18k 42.81

More positions owned by Carroll Financial Associates

Global X Adaptive U.s. Factor Etf Etf (AUSF)
Ishares Msci Usa Minimum Volatility Etf (USMV)
Knowledge Leaders Developed World Etf Etf (KLDW)
Powershares Ftse Rafi Us 1000 Etf (PRF)
Apple Stock (AAPL)
Ishares Msci Usa Momentum Factor Etf (MTUM)
Microsoft Stock (MSFT)
Ishares Russell 1000 Growth Etf Etf (IWF)
Armor Us Equity Index Etf Etf
Ishares S&p 500 Index Etf (IVV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Vanguard Dividend Appreciation Etf Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Ark Innovation Etf Etf (ARKK)

View all positions for Carroll Financial Associates

Top funds holding Southern Company

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Capital World Investors
Geode Capital Management
FMR
Massachusetts Financial Services
Capital Research and Management Company - Division 3
Lombard Odier Asset Management
Franklin Resources
Morgan Stanley
Northern Trust
Royal Bank of Canada
Ameriprise Financial

View all funds holding Southern Company