Southern Company shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 27k | 90.18 |
| 2024-06-30 | $2.1M | 25k | 83.52 |
| 2024-03-31 | $1.9M | 26k | 73.50 |
| 2023-12-31 | $1.9M | 27k | 70.13 |
| 2023-09-30 | $911k | 14k | 64.73 |
| 2023-06-30 | $966k | 14k | 70.25 |
| 2023-03-31 | $983k | 14k | 69.58 |
| 2022-12-31 | $1.0M | 15k | 71.41 |
| 2022-09-30 | $896k | 13k | 68.97 |
| 2022-06-30 | $835k | 12k | 71.29 |
| 2022-03-31 | $802k | 11k | 71.15 |
| 2021-12-31 | $714k | 11k | 67.19 |
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