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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

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All positions including Southern Company held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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