Southern Company shares owned by Gladstone Institutional Advisory
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Gladstone Institutional Advisory
from 13F filings
Historical chart of Gladstone Institutional Advisory investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by Gladstone Institutional Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 22k | 94.77 |
| 2025-06-30 | $2.0M | 21k | 91.83 |
| 2025-03-31 | $2.1M | 23k | 91.95 |
| 2024-12-31 | $2.0M | 25k | 82.32 |
| 2024-09-30 | $2.5M | 28k | 90.18 |
| 2024-06-30 | $3.0M | 38k | 77.57 |
| 2024-03-31 | $2.5M | 36k | 71.74 |
| 2023-12-31 | $633k | 9.0k | 70.12 |
| 2023-09-30 | $553k | 8.5k | 64.72 |
| 2023-06-30 | $681k | 9.7k | 70.25 |
| 2023-03-31 | $1.1M | 16k | 69.58 |
| 2022-12-31 | $2.5M | 35k | 71.41 |
| 2022-09-30 | $1.5M | 22k | 68.02 |
| 2022-06-30 | $599k | 8.4k | 71.32 |
| 2022-03-31 | $851k | 12k | 72.54 |
| 2021-12-31 | $758k | 11k | 68.57 |
| 2021-09-30 | $543k | 8.8k | 61.93 |
| 2021-06-30 | $314k | 5.2k | 60.52 |
| 2021-03-31 | $204k | 3.3k | 62.16 |
More positions owned by Gladstone Institutional Advisory
View all positions for Gladstone Institutional Advisory