Southern Company shares owned by JNBA Financial Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by JNBA Financial Advisors
from 13F filings
Historical chart of JNBA Financial Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by JNBA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $120k | 1.3k | 94.77 |
| 2025-06-30 | $116k | 1.3k | 91.83 |
| 2025-03-31 | $40k | 437 | 91.95 |
| 2024-12-31 | $36k | 437 | 82.32 |
| 2024-09-30 | $43k | 472 | 90.18 |
| 2024-06-30 | $39k | 506 | 77.57 |
| 2024-03-31 | $36k | 506 | 71.74 |
| 2023-12-31 | $36k | 506 | 70.12 |
| 2023-09-30 | $36k | 563 | 64.72 |
| 2023-06-30 | $36k | 506 | 70.25 |
| 2023-03-31 | $34k | 492 | 69.58 |
| 2022-12-31 | $31k | 437 | 71.41 |
| 2022-09-30 | $30k | 437 | 68.65 |
| 2022-06-30 | $31k | 437 | 70.94 |
| 2022-03-31 | $32k | 437 | 73.23 |
| 2021-12-31 | $49k | 718 | 68.25 |
| 2021-09-30 | $44k | 718 | 61.28 |
| 2021-06-30 | $43k | 718 | 59.89 |
| 2021-03-31 | $45k | 718 | 62.67 |
| 2020-12-31 | $44k | 718 | 61.28 |
| 2020-09-30 | $39k | 718 | 54.32 |
| 2020-06-30 | $40k | 768 | 52.08 |
| 2020-03-31 | $42k | 768 | 54.69 |
| 2019-12-31 | $46k | 718 | 64.07 |
| 2019-09-30 | $44k | 718 | 61.28 |
| 2019-06-30 | $60k | 1.1k | 55.50 |
| 2019-03-31 | $56k | 1.1k | 51.80 |
| 2018-12-31 | $61k | 1.4k | 44.08 |
| 2018-09-30 | $381k | 8.7k | 43.55 |
| 2018-06-30 | $82k | 1.8k | 46.04 |
| 2018-03-31 | $1.5M | 1.5k | 1000.00 |
| 2017-12-31 | $71k | 1.5k | 47.94 |
| 2017-09-30 | $73k | 1.5k | 49.29 |
| 2017-06-30 | $71k | 1.5k | 47.94 |
| 2017-03-31 | $74k | 1.5k | 49.97 |
| 2016-12-31 | $73k | 1.5k | 49.29 |
| 2016-09-30 | $2.4M | 47k | 51.29 |
| 2016-06-30 | $64k | 1.2k | 53.33 |
| 2016-03-31 | $62k | 1.2k | 51.67 |
| 2015-12-31 | $70k | 1.5k | 46.67 |
| 2015-09-30 | $67k | 1.5k | 44.67 |
| 2015-06-30 | $63k | 1.5k | 42.00 |
| 2015-03-31 | $66k | 1.5k | 44.00 |
| 2014-12-31 | $74k | 1.5k | 49.33 |
| 2014-09-30 | $65k | 1.5k | 43.33 |
| 2014-06-30 | $68k | 1.5k | 45.33 |
| 2014-03-31 | $66k | 1.5k | 44.00 |
| 2013-12-31 | $62k | 1.5k | 41.33 |
| 2013-09-30 | $62k | 1.5k | 41.33 |
| 2013-06-30 | $66k | 1.5k | 44.00 |
| 2013-03-31 | $70k | 1.5k | 46.67 |
| 2012-12-31 | $67k | 1.6k | 42.68 |