Ethic »

Southern Company shares owned by Ethic

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Ethic from 13F filings

Historical chart of Ethic investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Ethic consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Southern Company by Ethic

Quarter filed Position value Share count Share price at filing
2026-03-31 $15M 52k 287.00
2025-12-31 $2.8M 33k 87.20
2025-09-30 $3.1M 33k 94.77
2025-06-30 $2.8M 31k 90.90
2024-12-31 $2.2M 27k 82.32
2024-09-30 $1.4M 19k 71.74
2024-03-31 $1.4M 19k 71.74
2023-09-30 $1.3M 20k 64.72
2023-06-30 $1.4M 21k 70.25
2023-03-31 $1.4M 20k 69.58
2022-12-31 $1.4M 20k 71.41
2022-09-30 $1.6M 24k 68.00
2022-06-30 $1.6M 22k 71.30
2022-03-31 $939k 13k 72.49