Southern Company shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.8M | 93k | 94.77 |
| 2025-06-30 | $8.3M | 90k | 91.83 |
| 2025-03-31 | $7.7M | 84k | 91.95 |
| 2024-12-31 | $2.5M | 31k | 82.32 |
| 2024-09-30 | $2.7M | 30k | 90.18 |
| 2024-06-30 | $2.1M | 28k | 77.57 |
| 2024-03-31 | $2.0M | 27k | 71.65 |
| 2023-12-31 | $1.9M | 27k | 70.12 |
| 2023-09-30 | $1.5M | 23k | 64.72 |
| 2023-06-30 | $1.7M | 24k | 70.25 |
| 2023-03-31 | $1.7M | 25k | 69.58 |
| 2022-12-31 | $1.4M | 20k | 71.41 |
| 2022-09-30 | $1.4M | 21k | 67.98 |
| 2022-06-30 | $1.4M | 20k | 71.30 |
| 2022-03-31 | $1.4M | 19k | 72.53 |
| 2021-12-31 | $1.8M | 26k | 68.60 |
| 2021-09-30 | $1.6M | 26k | 61.98 |
| 2021-06-30 | $1.6M | 26k | 60.51 |
| 2021-03-31 | $1.7M | 28k | 62.18 |
| 2020-12-31 | $1.7M | 27k | 61.44 |
| 2020-09-30 | $3.4M | 64k | 54.22 |
| 2020-06-30 | $1.4M | 26k | 51.84 |
| 2020-03-31 | $491k | 9.1k | 54.13 |
| 2019-12-31 | $2.1M | 32k | 63.69 |