Southern Company shares owned by Carson Advisory
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Carson Advisory
from 13F filings
Historical chart of Carson Advisory investment in Southern Company
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Quarterly reported holdings in Southern Company by Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.6M | 70k | 94.77 |
| 2025-06-30 | $6.3M | 69k | 91.83 |
| 2025-03-31 | $6.4M | 69k | 91.95 |
| 2024-12-31 | $5.7M | 69k | 82.32 |
| 2024-09-30 | $6.4M | 71k | 90.18 |
| 2024-06-30 | $5.4M | 70k | 77.57 |
| 2024-03-31 | $5.0M | 70k | 71.74 |
| 2023-12-31 | $4.9M | 70k | 70.12 |
| 2023-09-30 | $4.6M | 71k | 64.72 |
| 2023-06-30 | $5.0M | 71k | 70.25 |
| 2023-03-31 | $5.0M | 72k | 69.58 |
| 2022-12-31 | $5.2M | 73k | 71.41 |
| 2022-09-30 | $4.8M | 70k | 68.00 |
| 2022-06-30 | $5.0M | 70k | 71.31 |
| 2022-03-31 | $5.3M | 73k | 72.52 |
| 2021-12-31 | $4.9M | 71k | 68.58 |