Southern Company shares owned by Disciplined Investments
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Disciplined Investments
from 13F filings
Historical chart of Disciplined Investments investment in Southern Company
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Quarterly reported holdings in Southern Company by Disciplined Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $211k | 2.2k | 96.52 |
| 2023-06-30 | $2.7k | 39 | 70.26 |
| 2023-03-31 | $2.7k | 39 | 69.59 |
| 2022-12-31 | $2.8k | 39 | 71.41 |
| 2022-09-30 | $32k | 477 | 67.09 |
| 2022-06-30 | $37k | 512 | 72.27 |
| 2022-03-31 | $36k | 503 | 71.57 |
| 2021-12-31 | $29k | 425 | 68.24 |