Southern Company shares owned by Fiduciary Alliance
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Fiduciary Alliance
from 13F filings
Historical chart of Fiduciary Alliance investment in Southern Company
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Quarterly reported holdings in Southern Company by Fiduciary Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 26k | 94.77 |
| 2025-06-30 | $2.5M | 27k | 91.83 |
| 2025-03-31 | $2.4M | 27k | 91.95 |
| 2024-12-31 | $2.2M | 27k | 82.32 |
| 2024-09-30 | $945k | 11k | 90.18 |
| 2024-06-30 | $232k | 3.0k | 77.54 |
| 2024-03-31 | $245k | 3.4k | 71.11 |
| 2023-12-31 | $262k | 3.7k | 70.12 |
| 2023-09-30 | $248k | 3.8k | 64.73 |
| 2023-06-30 | $68k | 964 | 70.24 |
| 2022-12-31 | $40k | 557 | 71.44 |