Southern Company shares owned by Concord Asset Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Concord Asset Management
from 13F filings
Historical chart of Concord Asset Management investment in Southern Company
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All positions including Southern Company held by Concord Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Concord Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 34k | 90.18 |
| 2024-06-30 | $2.0M | 26k | 77.57 |
| 2024-03-31 | $1.7M | 24k | 71.74 |
| 2023-12-31 | $1.3M | 19k | 70.12 |
| 2023-09-30 | $821k | 13k | 64.72 |
| 2023-06-30 | $636k | 9.1k | 70.25 |
| 2023-03-31 | $487k | 7.0k | 69.58 |