Southern Company shares owned by Ellis Investment Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Ellis Investment Partners
from 13F filings
Historical chart of Ellis Investment Partners investment in Southern Company
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Quarterly reported holdings in Southern Company by Ellis Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $350k | 3.7k | 94.79 |
| 2025-06-30 | $343k | 3.7k | 91.82 |
| 2025-03-31 | $342k | 3.7k | 91.94 |
| 2024-12-31 | $304k | 3.7k | 82.32 |
| 2024-09-30 | $351k | 3.9k | 90.18 |
| 2024-06-30 | $300k | 3.9k | 77.58 |
| 2023-12-31 | $218k | 3.1k | 70.13 |
| 2023-06-30 | $216k | 3.1k | 70.25 |
| 2022-12-31 | $201k | 2.8k | 71.40 |
| 2022-09-30 | $190k | 2.8k | 67.88 |
| 2022-06-30 | $198k | 2.8k | 71.20 |
| 2022-03-31 | $200k | 2.8k | 72.39 |
| 2021-12-31 | $188k | 2.7k | 68.54 |
| 2021-09-30 | $47k | 768 | 61.20 |
| 2021-06-30 | $46k | 768 | 59.90 |
| 2021-03-31 | $48k | 768 | 62.50 |
| 2020-12-31 | $47k | 768 | 61.20 |
| 2020-09-30 | $41k | 768 | 53.39 |
| 2020-06-30 | $40k | 768 | 52.08 |
| 2020-03-31 | $38k | 768 | 49.48 |
| 2019-12-31 | $54k | 868 | 62.21 |
| 2019-09-30 | $53k | 868 | 61.06 |
| 2019-06-30 | $47k | 868 | 54.15 |
| 2019-03-31 | $29k | 29k | 0.99 |