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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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All positions including Southern Company held by Gradient Investments consolidated in one spreadsheet with up to 7 years of data

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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