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Southern Company shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in Southern Company

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All positions including Southern Company held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.7M 64k 90.18
2024-06-30 $4.4M 57k 77.57
2024-03-31 $3.7M 52k 71.73
2023-12-31 $2.4M 34k 70.11
2023-09-30 $1.7M 26k 64.72
2023-06-30 $1.8M 25k 70.26
2023-03-31 $1.5M 22k 69.58
2022-12-31 $784k 11k 71.37
2022-09-30 $876k 13k 67.94
2022-06-30 $769k 11k 71.34
2022-03-31 $648k 9.0k 71.78
2021-12-31 $572k 8.5k 67.18
2021-09-30 $532k 8.6k 61.97
2021-06-30 $516k 8.5k 60.86
2021-03-31 $508k 8.2k 62.14
2020-12-31 $542k 8.8k 61.40
2020-09-30 $483k 8.9k 54.31
2020-06-30 $349k 6.7k 51.87
2020-03-31 $335k 6.2k 54.08
2019-12-31 $494k 7.8k 63.60
2019-09-30 $465k 7.5k 61.81
2019-06-30 $225k 4.1k 55.23