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Southern Company shares owned by Covenant Asset Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Covenant Asset Management from 13F filings

Historical chart of Covenant Asset Management investment in Southern Company

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All positions including Southern Company held by Covenant Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Covenant Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $212k 2.2k 96.52
2025-09-30 $209k 2.2k 94.77
2025-06-30 $202k 2.2k 91.83
2025-03-31 $202k 2.2k 91.95
2023-12-31 $221k 3.1k 70.12