Southern Company shares owned by Key Client Fiduciary Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Key Client Fiduciary Advisors
from 13F filings
Historical chart of Key Client Fiduciary Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Key Client Fiduciary Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $414k | 4.4k | 94.76 |
| 2025-06-30 | $402k | 4.4k | 91.82 |
| 2025-03-31 | $445k | 4.8k | 91.96 |
| 2024-12-31 | $392k | 4.8k | 82.33 |
| 2024-09-30 | $435k | 4.8k | 90.19 |
| 2024-06-30 | $379k | 4.9k | 77.56 |
| 2024-03-31 | $430k | 6.0k | 71.74 |
| 2023-12-31 | $420k | 6.0k | 70.12 |
| 2023-09-30 | $412k | 6.4k | 64.72 |
| 2023-06-30 | $495k | 7.0k | 70.25 |
| 2023-03-31 | $444k | 6.4k | 69.59 |
| 2022-12-31 | $405k | 5.7k | 71.41 |
More positions owned by Key Client Fiduciary Advisors
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