Southern Company shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Southern Company
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Quarterly reported holdings in Southern Company by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 337k | 94.77 |
| 2025-06-30 | $25M | 274k | 91.83 |
| 2025-03-31 | $24M | 255k | 91.95 |
| 2024-12-31 | $22M | 263k | 82.32 |
| 2024-09-30 | $27M | 295k | 90.18 |
| 2024-06-30 | $25M | 337k | 73.37 |
| 2024-03-31 | $20M | 279k | 71.74 |
| 2023-12-31 | $17M | 238k | 70.12 |
| 2023-09-30 | $13M | 203k | 64.72 |
| 2023-06-30 | $16M | 229k | 70.25 |
| 2023-03-31 | $12M | 178k | 69.58 |
| 2022-12-31 | $14M | 196k | 71.41 |
| 2022-09-30 | $13M | 197k | 68.00 |
| 2022-06-30 | $11M | 157k | 71.31 |
| 2022-03-31 | $11M | 146k | 72.51 |
| 2021-12-31 | $12M | 179k | 68.58 |
| 2021-09-30 | $9.4M | 151k | 61.97 |
| 2021-06-30 | $11M | 181k | 60.51 |
| 2021-03-31 | $11M | 184k | 62.16 |
| 2020-12-31 | $20M | 324k | 60.61 |
| 2020-09-30 | $14M | 262k | 54.20 |