Southern Company shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Southern Company (SO) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Southern Company
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Quarterly reported holdings in Southern Company by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $9.3M | 102k | 91.83 |
| 2025-03-31 | $9.1M | 99k | 91.95 |
| 2024-12-31 | $8.1M | 98k | 82.32 |
| 2024-09-30 | $9.0M | 100k | 90.18 |
| 2024-06-30 | $7.6M | 98k | 77.57 |
| 2024-03-31 | $6.2M | 86k | 71.74 |
| 2023-12-31 | $6.2M | 88k | 70.12 |
| 2023-09-30 | $5.4M | 83k | 64.72 |
| 2023-06-30 | $5.8M | 83k | 70.25 |
| 2023-03-31 | $5.8M | 84k | 69.58 |
| 2022-12-31 | $6.2M | 87k | 71.41 |
| 2022-09-30 | $5.4M | 80k | 68.00 |
| 2022-06-30 | $5.6M | 78k | 71.31 |
| 2022-03-31 | $4.5M | 62k | 72.60 |
| 2021-12-31 | $4.0M | 58k | 68.59 |
| 2021-09-30 | $3.5M | 57k | 61.99 |
| 2021-06-30 | $3.5M | 58k | 60.33 |
| 2021-03-31 | $3.2M | 51k | 62.12 |
| 2020-12-31 | $2.8M | 46k | 61.45 |
| 2020-09-30 | $7.9M | 147k | 54.25 |
| 2020-06-30 | $2.2M | 42k | 51.88 |
| 2020-03-31 | $3.5M | 66k | 54.14 |
| 2019-12-31 | $4.1M | 65k | 63.74 |
| 2019-09-30 | $3.3M | 53k | 61.82 |
| 2019-06-30 | $2.8M | 50k | 55.27 |
| 2019-03-31 | $2.1M | 41k | 51.69 |
| 2018-12-31 | $1.1M | 24k | 43.96 |
More positions owned by H D Vest Advisory Services
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