Southern Company shares owned by Envestnet Portfolio Solutions
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Envestnet Portfolio Solutions
from 13F filings
Historical chart of Envestnet Portfolio Solutions investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Envestnet Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 60k | 94.77 |
| 2025-06-30 | $7.2M | 79k | 91.83 |
| 2025-03-31 | $13M | 136k | 91.95 |
| 2024-12-31 | $12M | 144k | 82.32 |
| 2024-09-30 | $12M | 138k | 90.18 |
| 2024-06-30 | $12M | 151k | 77.57 |
| 2024-03-31 | $11M | 151k | 71.74 |
| 2023-12-31 | $10M | 143k | 70.12 |
More positions owned by Envestnet Portfolio Solutions
View all positions for Envestnet Portfolio Solutions