Southern Company shares owned by Detalus Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Detalus Advisors
from 13F filings
Historical chart of Detalus Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Detalus Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 14k | 90.18 |
| 2024-06-30 | $796k | 10k | 77.57 |
| 2024-03-31 | $770k | 11k | 71.74 |
| 2023-12-31 | $777k | 11k | 70.12 |
| 2023-09-30 | $713k | 11k | 64.72 |
| 2023-06-30 | $808k | 12k | 70.25 |
| 2023-03-31 | $760k | 11k | 69.58 |
| 2022-12-31 | $800k | 11k | 71.41 |
| 2022-09-30 | $756k | 11k | 67.99 |
| 2022-06-30 | $802k | 11k | 71.31 |
| 2022-03-31 | $1.3M | 18k | 72.49 |
| 2021-12-31 | $1.2M | 17k | 68.56 |
| 2021-09-30 | $1.1M | 18k | 61.95 |
| 2021-06-30 | $1.0M | 17k | 60.48 |
| 2021-03-31 | $1.0M | 17k | 62.14 |
| 2020-12-31 | $652k | 11k | 61.46 |
| 2020-09-30 | $606k | 11k | 54.22 |
| 2020-06-30 | $541k | 10k | 51.87 |
| 2020-03-31 | $542k | 10k | 54.16 |
| 2019-12-31 | $788k | 12k | 63.69 |