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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
2024-03-31 $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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View all positions for Institutional & Family Asset Management

Top funds holding Southern Company

Vanguard Group
T. Rowe Price Associates
Massachusetts Financial Services
Jpmorgan Chase & Co
Franklin Resources
Legal & General Group
Norges Bank Investment Management
Bank of America Corporation
Bank of New York Mellon
CalPERS
Federated Investors
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
Mitsubishi UFJ Trust & Banking Corp

View all funds holding Southern Company