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Southern Company shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 44k 90.18
2024-06-30 $3.4M 44k 77.57
2024-03-31 $3.0M 42k 71.74
2023-12-31 $3.0M 43k 70.12
2023-09-30 $2.7M 42k 64.72
2023-06-30 $3.1M 44k 70.25
2023-03-31 $2.9M 42k 69.58
2022-12-31 $3.3M 47k 71.41
2022-09-30 $3.2M 48k 67.99
2022-06-30 $3.2M 44k 71.30
2022-03-31 $401k 5.5k 72.38
2021-03-31 $158k 21k 7.51
2020-12-31 $1.6M 26k 61.42
2020-09-30 $193k 3.6k 54.14
2019-12-31 $215k 3.4k 63.70