Southern Company shares owned by Claro Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Claro Advisors
from 13F filings
Historical chart of Claro Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Claro Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $972k | 3.4k | 289.68 |
| 2024-06-30 | $1.9M | 25k | 77.57 |
| 2024-03-31 | $1.7M | 24k | 71.74 |
| 2023-12-31 | $1.6M | 23k | 70.12 |
| 2023-09-30 | $1.6M | 24k | 64.72 |
| 2023-06-30 | $1.6M | 23k | 70.25 |
| 2023-03-31 | $1.5M | 21k | 69.58 |
| 2022-12-31 | $1.5M | 21k | 71.40 |
| 2022-09-30 | $838k | 12k | 71.29 |
| 2022-06-30 | $838k | 12k | 71.29 |
| 2022-03-31 | $652k | 9.5k | 68.62 |
| 2021-12-31 | $652k | 9.5k | 68.62 |
| 2021-09-30 | $571k | 9.2k | 61.92 |
| 2021-06-30 | $523k | 8.7k | 60.46 |
| 2021-03-31 | $526k | 8.5k | 62.19 |
| 2020-12-31 | $501k | 8.2k | 61.43 |
| 2020-09-30 | $458k | 8.5k | 54.17 |
| 2020-06-30 | $446k | 8.6k | 51.86 |
| 2020-03-31 | $463k | 8.6k | 54.13 |
| 2019-12-31 | $528k | 8.3k | 63.75 |
| 2019-09-30 | $343k | 5.6k | 61.75 |
| 2019-06-30 | $306k | 5.5k | 55.26 |
| 2019-03-31 | $293k | 5.7k | 51.64 |
| 2018-12-31 | $224k | 5.1k | 43.55 |