Institutional & Family Asset Management »

Southern Company shares owned by Institutional & Family Asset Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Institutional & Family Asset Management from 13F filings

Historical chart of Institutional & Family Asset Management investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Institutional & Family Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Institutional & Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.3M 69k 77.57
2024-03-31 $5.0M 70k 71.74
2023-12-31 $4.7M 67k 70.12
2023-09-30 $4.8M 74k 64.72
2023-06-30 $5.2M 74k 70.25
2023-03-31 $5.1M 73k 69.58
2022-12-31 $5.1M 72k 71.41
2022-09-30 $4.9M 72k 68.00
2022-06-30 $5.0M 71k 71.31
2022-03-31 $5.0M 69k 72.51
2021-12-31 $4.7M 68k 68.59
2021-09-30 $4.4M 71k 61.97
2021-06-30 $4.2M 69k 60.51
2021-03-31 $3.6M 59k 62.15
2020-12-31 $3.6M 58k 61.43
2020-09-30 $3.4M 63k 54.21
2020-06-30 $3.2M 63k 51.84
2020-03-31 $3.6M 67k 54.14
2019-12-31 $3.8M 60k 63.71
2019-09-30 $4.2M 69k 61.77
2019-06-30 $4.0M 72k 55.28
2019-03-31 $3.8M 74k 51.68
2018-12-31 $3.3M 76k 43.91
2018-09-30 $3.7M 85k 43.60
2018-06-30 $3.5M 75k 46.30
2018-03-31 $3.5M 78k 44.66
2017-12-31 $4.0M 84k 48.09
2017-09-30 $3.7M 76k 49.14
2017-06-30 $3.7M 77k 47.87
2017-03-31 $3.6M 73k 49.78
2016-12-31 $3.4M 70k 49.19
2016-09-30 $3.5M 69k 51.29
2016-06-30 $3.4M 64k 53.64
2016-03-31 $2.8M 59k 46.79
2015-12-31 $2.8M 59k 46.79

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Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Institutional & Family Asset Management

Top funds holding Southern Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
FMR
Capital Research and Management Company - Division 3
Massachusetts Financial Services
Geode Capital Management
T. Rowe Price Associates
GQG Partners
Mizuho Securities USA
Franklin Resources
Northern Trust
Legal & General Group
Ameriprise Financial

View all funds holding Southern Company