Southern Company shares owned by Ellsworth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Ellsworth Advisors
from 13F filings
Historical chart of Ellsworth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Ellsworth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.8M | 69k | 68.73 |
| 2023-12-31 | $4.6M | 66k | 70.12 |
| 2023-09-30 | $4.3M | 65k | 66.44 |
| 2023-06-30 | $4.5M | 64k | 70.25 |
| 2023-03-31 | $4.3M | 62k | 69.58 |
| 2022-12-31 | $3.9M | 58k | 67.72 |
| 2022-09-30 | $3.8M | 56k | 68.01 |
| 2022-06-30 | $3.9M | 55k | 71.31 |
| 2022-03-31 | $4.1M | 54k | 76.50 |
| 2021-12-31 | $3.2M | 47k | 68.57 |
| 2021-09-30 | $2.3M | 37k | 61.96 |
| 2021-06-30 | $1.6M | 27k | 60.51 |
| 2021-03-31 | $1.4M | 22k | 62.15 |
| 2020-12-31 | $1.1M | 17k | 61.41 |
| 2020-09-30 | $788k | 15k | 54.19 |
| 2020-06-30 | $754k | 15k | 51.84 |
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