Southern Company shares owned by Jackson, Grant Investment Advisers
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Jackson, Grant Investment Advisers
from 13F filings
Historical chart of Jackson, Grant Investment Advisers investment in Southern Company
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Quarterly reported holdings in Southern Company by Jackson, Grant Investment Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $196k | 2.1k | 94.79 |
| 2025-06-30 | $188k | 2.0k | 91.83 |
| 2025-03-31 | $187k | 2.0k | 91.96 |
| 2024-12-31 | $166k | 2.0k | 82.33 |
| 2024-09-30 | $181k | 2.0k | 90.16 |
| 2024-06-30 | $154k | 2.0k | 77.56 |
| 2024-03-31 | $141k | 2.0k | 71.75 |
| 2023-12-31 | $137k | 2.0k | 70.14 |
| 2023-09-30 | $125k | 1.9k | 64.71 |
| 2023-06-30 | $135k | 1.9k | 70.23 |
| 2023-03-31 | $132k | 1.9k | 69.57 |
| 2022-12-31 | $129k | 1.8k | 71.40 |
| 2022-09-30 | $122k | 1.8k | 68.04 |
| 2022-06-30 | $127k | 1.8k | 71.43 |
| 2022-03-31 | $128k | 1.8k | 72.60 |
| 2021-09-30 | $107k | 1.7k | 61.92 |
| 2021-06-30 | $104k | 1.7k | 60.75 |
| 2021-03-31 | $105k | 1.7k | 61.95 |
| 2020-12-31 | $103k | 1.7k | 61.42 |
| 2020-09-30 | $90k | 1.7k | 54.18 |
| 2020-06-30 | $85k | 1.6k | 51.77 |
| 2020-03-31 | $88k | 1.6k | 54.15 |
| 2019-12-31 | $103k | 1.6k | 63.98 |
| 2019-09-30 | $99k | 1.6k | 62.07 |
| 2019-06-30 | $87k | 1.6k | 55.10 |
| 2019-03-31 | $81k | 1.6k | 51.86 |
| 2018-12-31 | $68k | 1.5k | 44.01 |
| 2018-09-30 | $64k | 1.5k | 43.93 |
| 2018-06-30 | $67k | 1.4k | 46.59 |
| 2018-03-31 | $63k | 1.4k | 44.40 |
| 2017-12-31 | $116k | 2.4k | 48.11 |
| 2017-09-30 | $117k | 2.4k | 49.08 |
| 2017-06-30 | $159k | 3.3k | 47.93 |
| 2017-03-31 | $163k | 3.3k | 49.71 |
| 2016-12-31 | $160k | 3.2k | 49.34 |
| 2016-09-30 | $175k | 3.4k | 51.38 |
| 2016-06-30 | $181k | 3.4k | 53.73 |
| 2016-03-31 | $172k | 3.3k | 51.64 |
| 2015-12-31 | $156k | 3.3k | 46.88 |
More positions owned by Jackson, Grant Investment Advisers
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