Southern Company shares owned by Gradient Investments
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in Southern Company
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Quarterly reported holdings in Southern Company by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $223k | 2.7k | 82.32 |
| 2024-09-30 | $244k | 2.7k | 90.18 |
| 2024-06-30 | $257k | 3.3k | 77.57 |
| 2024-03-31 | $227k | 3.2k | 71.74 |
| 2023-12-31 | $498k | 7.1k | 70.12 |
| 2023-09-30 | $620k | 9.6k | 64.72 |
| 2023-06-30 | $829k | 12k | 70.25 |
| 2023-03-31 | $826k | 12k | 69.58 |
| 2022-12-31 | $935k | 13k | 71.41 |
| 2022-09-30 | $919k | 14k | 68.02 |
| 2022-06-30 | $578k | 8.1k | 71.34 |
| 2022-03-31 | $522k | 7.2k | 72.48 |
| 2021-12-31 | $493k | 7.2k | 68.58 |
| 2021-09-30 | $419k | 6.8k | 61.93 |
| 2021-06-30 | $399k | 6.6k | 60.52 |
| 2021-03-31 | $486k | 7.8k | 62.22 |
| 2020-12-31 | $364k | 6.7k | 54.18 |
| 2020-09-30 | $364k | 6.7k | 54.18 |
| 2020-06-30 | $242k | 4.7k | 51.91 |
| 2020-03-31 | $271k | 5.0k | 54.05 |
| 2019-12-31 | $291k | 4.6k | 63.77 |
| 2019-09-30 | $347k | 5.6k | 61.75 |
| 2019-06-30 | $308k | 5.6k | 55.31 |
| 2019-03-31 | $288k | 5.6k | 51.71 |
| 2018-12-31 | $260k | 5.9k | 43.91 |
| 2018-09-30 | $275k | 6.3k | 43.63 |
| 2018-06-30 | $287k | 6.2k | 46.27 |
| 2018-03-31 | $279k | 6.3k | 44.59 |
| 2017-12-31 | $301k | 6.3k | 48.11 |
| 2017-09-30 | $248k | 5.1k | 49.07 |
| 2017-06-30 | $236k | 4.9k | 47.78 |
| 2017-03-31 | $268k | 5.4k | 49.83 |
| 2016-12-31 | $207k | 4.2k | 49.29 |
| 2016-09-30 | $260k | 5.1k | 51.30 |
| 2016-06-30 | $293k | 5.5k | 53.67 |
| 2016-03-31 | $293k | 5.7k | 51.76 |
| 2015-12-31 | $243k | 5.2k | 46.83 |
| 2015-09-30 | $261k | 5.8k | 44.63 |
| 2015-06-30 | $245k | 5.8k | 41.89 |
| 2015-03-31 | $241k | 5.4k | 44.24 |
| 2014-12-31 | $337k | 6.9k | 49.06 |
| 2014-09-30 | $230k | 5.3k | 43.57 |
| 2014-06-30 | $196k | 4.3k | 45.34 |
| 2014-03-31 | $80k | 1.8k | 43.67 |
| 2013-12-31 | $74k | 1.8k | 41.32 |
| 2013-09-30 | $19k | 452 | 42.04 |
| 2013-06-30 | $22k | 500 | 44.00 |