Southern Company shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Southern Company
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All positions including Southern Company held by Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $219k | 2.7k | 82.31 |
| 2024-09-30 | $242k | 2.7k | 90.17 |
| 2017-03-31 | $32k | 642 | 49.84 |