Southern Company shares owned by Fortitude Advisory Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Fortitude Advisory Group
from 13F filings
Historical chart of Fortitude Advisory Group investment in Southern Company
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Quarterly reported holdings in Southern Company by Fortitude Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $292k | 3.4k | 87.19 |
| 2025-09-30 | $315k | 3.3k | 94.76 |
| 2025-06-30 | $311k | 3.4k | 91.82 |
| 2025-03-31 | $316k | 3.5k | 90.47 |
| 2024-12-31 | $292k | 3.5k | 82.32 |
| 2024-09-30 | $321k | 3.6k | 90.18 |
| 2024-06-30 | $288k | 3.7k | 77.57 |
| 2024-03-31 | $273k | 3.8k | 71.74 |
| 2023-12-31 | $271k | 3.9k | 70.12 |
| 2023-09-30 | $250k | 3.9k | 64.72 |
| 2023-06-30 | $257k | 3.7k | 70.26 |
| 2023-03-31 | $255k | 3.7k | 69.58 |
| 2022-12-31 | $260k | 3.6k | 71.41 |
| 2022-09-30 | $242k | 3.6k | 67.98 |
| 2022-06-30 | $260k | 3.6k | 71.25 |
| 2022-03-31 | $261k | 3.6k | 72.64 |
| 2021-12-31 | $252k | 3.7k | 68.70 |