Southern Company shares owned by CI Private Wealth
Quarter-by-quarter ownership of Southern Company (SO) shares owned by CI Private Wealth
from 13F filings
Historical chart of CI Private Wealth investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by CI Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 244k | 94.78 |
| 2025-06-30 | $21M | 228k | 91.83 |
| 2025-03-31 | $18M | 199k | 91.95 |
| 2024-12-31 | $21M | 250k | 82.32 |
| 2024-09-30 | $25M | 279k | 90.18 |
| 2024-06-30 | $20M | 261k | 77.57 |
| 2024-03-31 | $19M | 260k | 71.74 |
| 2023-12-31 | $23M | 323k | 70.12 |
| 2023-09-30 | $20M | 307k | 64.65 |
| 2023-06-30 | $21M | 299k | 70.25 |
| 2023-03-31 | $21M | 295k | 69.60 |
| 2022-12-31 | $15M | 205k | 71.17 |