Southern Company shares owned by First Trust Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by First Trust Advisors
from 13F filings
Historical chart of First Trust Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by First Trust Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $172M | 2.7M | 64.72 |
| 2023-06-30 | $190M | 2.7M | 70.25 |
| 2023-03-31 | $205M | 2.9M | 69.58 |
| 2022-12-31 | $187M | 2.6M | 71.41 |
| 2022-09-30 | $122M | 1.8M | 68.03 |
| 2022-06-30 | $140M | 2.0M | 71.34 |
| 2022-03-31 | $123M | 1.7M | 72.51 |
| 2021-12-31 | $115M | 1.7M | 68.57 |
| 2021-09-30 | $111M | 1.8M | 61.97 |
| 2021-06-30 | $136M | 2.2M | 60.51 |
| 2021-03-31 | $115M | 1.8M | 62.16 |
| 2020-12-31 | $104M | 1.7M | 61.43 |
| 2020-09-30 | $98M | 1.8M | 54.22 |
| 2020-06-30 | $85M | 1.6M | 51.85 |
| 2020-03-31 | $109M | 2.0M | 54.14 |
| 2019-12-31 | $159M | 2.5M | 63.70 |
| 2019-09-30 | $133M | 2.2M | 61.77 |
| 2019-06-30 | $106M | 1.9M | 55.28 |
| 2019-03-31 | $80M | 1.6M | 51.68 |
| 2018-12-31 | $73M | 1.7M | 43.92 |
| 2018-09-30 | $64M | 1.5M | 43.60 |
| 2018-06-30 | $64M | 1.4M | 46.31 |
| 2018-03-31 | $63M | 1.4M | 44.66 |
| 2017-12-31 | $60M | 1.2M | 48.09 |
| 2017-09-30 | $107M | 2.2M | 49.14 |
| 2017-06-30 | $89M | 1.9M | 47.88 |
| 2017-03-31 | $89M | 1.8M | 49.78 |
| 2016-12-31 | $81M | 1.6M | 49.19 |
| 2016-09-30 | $88M | 1.7M | 51.30 |
| 2016-06-30 | $74M | 1.4M | 53.63 |
| 2016-03-31 | $57M | 1.1M | 51.73 |
| 2015-12-31 | $36M | 779k | 46.79 |
| 2015-09-30 | $40M | 898k | 44.70 |
| 2015-06-30 | $40M | 957k | 41.90 |
| 2015-03-31 | $42M | 940k | 44.28 |
| 2014-12-31 | $61M | 1.2M | 49.11 |
| 2014-09-30 | $40M | 907k | 43.65 |
| 2014-06-30 | $43M | 951k | 45.38 |
| 2014-03-31 | $59M | 1.3M | 43.94 |
| 2013-12-31 | $70M | 1.7M | 41.11 |
| 2013-09-30 | $73M | 1.8M | 41.18 |
| 2013-06-30 | $72M | 1.6M | 44.13 |
| 2013-03-31 | $61M | 1.3M | 46.92 |
| 2012-12-31 | $36M | 843k | 42.81 |
| 2012-09-30 | $26M | 565k | 46.09 |
| 2012-06-30 | $21M | 443k | 46.30 |
| 2012-03-31 | $18M | 392k | 44.93 |
| 2011-12-31 | $17M | 365k | 46.29 |
| 2011-06-30 | $8.3M | 207k | 40.38 |
| 2011-03-31 | $7.8M | 204k | 38.11 |