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Southern Company shares owned by Investment Research & Advisory Group

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Investment Research & Advisory Group from 13F filings

Historical chart of Investment Research & Advisory Group investment in Southern Company

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All positions including Southern Company held by Investment Research & Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Investment Research & Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $50k 504 98.34
2025-06-30 $46k 504 91.83
2022-06-30 $24k 331 72.51
2020-09-30 $11k 205 53.66
2020-06-30 $11k 205 53.66
2020-03-31 $11k 205 53.66
2019-12-31 $66k 1.0k 63.95