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
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Cary Street Partner Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Cary Street Partner Investment Advisory
View all positions for Cary Street Partner Investment Advisory