Southern Company shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $194M | 2.0M | 94.77 |
| 2025-06-30 | $227M | 2.5M | 91.83 |
| 2025-03-31 | $230M | 2.5M | 91.95 |
| 2024-12-31 | $201M | 2.4M | 82.32 |
| 2024-09-30 | $214M | 2.4M | 90.18 |
| 2024-06-30 | $197M | 2.5M | 77.57 |
| 2024-03-31 | $179M | 2.5M | 71.74 |
| 2023-09-30 | $161M | 2.5M | 64.72 |
| 2023-06-30 | $140M | 2.0M | 70.25 |
| 2023-03-31 | $136M | 2.0M | 69.58 |
| 2022-12-31 | $126M | 1.8M | 71.41 |
| 2022-09-30 | $113M | 1.7M | 68.00 |
| 2022-06-30 | $109M | 1.5M | 71.31 |
| 2022-03-31 | $106M | 1.5M | 72.51 |
| 2021-12-31 | $97M | 1.4M | 68.58 |
| 2021-09-30 | $83M | 1.3M | 61.97 |
| 2021-06-30 | $76M | 1.3M | 60.51 |
| 2021-03-31 | $73M | 1.2M | 62.16 |
| 2020-12-31 | $63M | 1.0M | 61.43 |
| 2020-09-30 | $52M | 962k | 54.22 |
| 2020-06-30 | $49M | 944k | 51.85 |
| 2020-03-31 | $42M | 775k | 54.14 |
| 2019-12-31 | $63M | 996k | 63.70 |
| 2019-09-30 | $53M | 860k | 61.77 |
| 2019-06-30 | $51M | 927k | 55.28 |
| 2019-03-31 | $45M | 874k | 51.68 |
| 2018-12-31 | $28M | 646k | 43.92 |
| 2018-09-30 | $898k | 21k | 43.59 |
| 2018-06-30 | $7.0M | 152k | 46.30 |
| 2018-03-31 | $6.6M | 147k | 44.86 |
| 2017-12-31 | $6.7M | 140k | 48.10 |
| 2017-09-30 | $4.5M | 91k | 49.12 |
| 2017-06-30 | $8.7M | 181k | 47.87 |
| 2017-03-31 | $11M | 219k | 49.78 |
| 2016-12-31 | $11M | 216k | 49.19 |
| 2016-09-30 | $8.2M | 159k | 51.30 |
| 2016-06-30 | $8.9M | 165k | 53.63 |
| 2016-03-31 | $7.8M | 151k | 51.73 |
| 2015-12-31 | $6.4M | 137k | 46.79 |
| 2015-09-30 | $6.2M | 139k | 44.70 |
| 2015-06-30 | $6.0M | 143k | 41.90 |
| 2015-03-31 | $8.5M | 192k | 44.28 |
| 2014-12-31 | $137k | 2.8k | 48.95 |
| 2014-09-30 | $58k | 1.3k | 43.71 |
| 2014-06-30 | $75k | 1.7k | 45.45 |
| 2014-03-31 | $43k | 984 | 43.70 |
| 2013-12-31 | $60k | 1.5k | 41.27 |
| 2013-09-30 | $139k | 3.4k | 41.10 |
| 2013-06-30 | $49k | 1.1k | 44.55 |
More positions owned by Envestnet Asset Management
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