Southern Company shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.2M | 86k | 94.77 |
| 2025-06-30 | $7.5M | 82k | 91.83 |
| 2025-03-31 | $6.9M | 75k | 91.95 |
| 2024-12-31 | $5.4M | 66k | 82.32 |
| 2024-09-30 | $7.2M | 80k | 90.18 |
| 2024-06-30 | $6.0M | 77k | 77.57 |
| 2024-03-31 | $3.6M | 50k | 71.74 |
| 2023-12-31 | $3.7M | 53k | 70.12 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors