Southern Company shares owned by Harvey Investment
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Harvey Investment
from 13F filings
Historical chart of Harvey Investment investment in Southern Company
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Quarterly reported holdings in Southern Company by Harvey Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $277k | 2.9k | 94.67 |
| 2025-06-30 | $269k | 2.9k | 91.93 |
| 2025-03-31 | $269k | 2.9k | 91.93 |
| 2024-12-31 | $241k | 2.9k | 82.37 |
| 2024-09-30 | $264k | 2.9k | 90.23 |
| 2024-06-30 | $227k | 2.9k | 77.58 |
| 2024-03-31 | $210k | 2.9k | 71.77 |
| 2023-12-31 | $205k | 2.9k | 70.06 |
| 2023-06-30 | $206k | 2.9k | 70.40 |
| 2023-03-31 | $204k | 2.9k | 69.72 |
| 2022-12-31 | $209k | 2.9k | 71.43 |
| 2022-06-30 | $209k | 2.9k | 71.43 |
| 2022-03-31 | $212k | 2.9k | 72.45 |
| 2021-12-31 | $298k | 4.4k | 68.49 |
| 2021-09-30 | $270k | 4.4k | 62.05 |
| 2021-06-30 | $263k | 4.4k | 60.45 |
| 2021-03-31 | $308k | 5.0k | 62.21 |
| 2020-12-31 | $304k | 5.0k | 61.40 |
| 2020-09-30 | $268k | 5.0k | 54.13 |