Southern Company shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Southern Company (SO) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Southern Company
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Quarterly reported holdings in Southern Company by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $924k | 10k | 90.18 |
| 2024-06-30 | $842k | 11k | 77.57 |
| 2024-03-31 | $744k | 10k | 71.74 |
| 2023-12-31 | $721k | 10k | 70.12 |
| 2023-09-30 | $687k | 11k | 64.72 |
| 2023-06-30 | $718k | 10k | 70.25 |
| 2023-03-31 | $2.4M | 23k | 106.64 |
| 2022-12-31 | $1.7M | 24k | 71.39 |
| 2022-09-30 | $827k | 12k | 68.01 |
| 2022-06-30 | $590k | 8.3k | 71.29 |
| 2022-03-31 | $859k | 12k | 72.47 |
| 2021-12-31 | $797k | 12k | 68.58 |
| 2021-09-30 | $756k | 12k | 61.96 |
| 2021-06-30 | $635k | 11k | 60.48 |
| 2021-03-31 | $583k | 9.4k | 62.15 |
| 2020-12-31 | $640k | 10k | 61.41 |
| 2020-09-30 | $543k | 10k | 54.18 |
| 2020-06-30 | $531k | 10k | 51.84 |
| 2020-03-31 | $711k | 13k | 54.12 |
| 2019-12-31 | $712k | 11k | 63.66 |
| 2019-09-30 | $703k | 11k | 61.80 |
| 2019-06-30 | $645k | 12k | 55.25 |
| 2019-03-31 | $576k | 11k | 51.71 |
| 2018-12-31 | $487k | 11k | 43.89 |
| 2018-09-30 | $500k | 12k | 43.59 |
| 2018-06-30 | $495k | 11k | 46.28 |
| 2018-03-31 | $476k | 11k | 44.62 |
| 2017-12-31 | $587k | 12k | 48.06 |
| 2017-09-30 | $505k | 10k | 49.11 |
| 2017-06-30 | $457k | 9.6k | 47.83 |
| 2017-03-31 | $542k | 11k | 49.78 |
| 2016-12-31 | $798k | 16k | 49.18 |
| 2016-09-30 | $751k | 15k | 51.31 |
| 2016-06-30 | $768k | 14k | 53.63 |
| 2016-03-31 | $705k | 14k | 51.72 |
| 2015-12-31 | $606k | 13k | 46.82 |
| 2015-09-30 | $578k | 13k | 44.72 |
| 2015-06-30 | $491k | 12k | 41.92 |
| 2015-03-31 | $524k | 12k | 44.30 |
| 2014-12-31 | $576k | 12k | 49.08 |
| 2014-09-30 | $515k | 12k | 43.67 |
| 2014-06-30 | $549k | 12k | 45.41 |
| 2014-03-31 | $536k | 12k | 43.95 |
| 2013-12-31 | $529k | 13k | 41.07 |
| 2013-09-30 | $532k | 13k | 41.19 |
| 2013-06-30 | $574k | 13k | 44.12 |
| 2013-03-31 | $501k | 11k | 46.92 |
| 2012-12-31 | $428k | 10k | 42.80 |
| 2012-09-30 | $461k | 10k | 46.10 |
| 2012-06-30 | $451k | 9.7k | 46.26 |
| 2012-03-31 | $449k | 10k | 44.98 |
| 2011-12-31 | $462k | 10k | 46.28 |
| 2011-09-30 | $330k | 7.8k | 42.35 |
| 2011-06-30 | $424k | 11k | 40.40 |