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
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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 |
More positions owned by Institutional & Family Asset Management
View all positions for Institutional & Family Asset Management