Southern Company shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in Southern Company
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Quarterly reported holdings in Southern Company by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $288k | 3.3k | 87.21 |
| 2025-09-30 | $8.3M | 88k | 94.77 |
| 2025-06-30 | $9.0M | 98k | 91.83 |
| 2025-03-31 | $9.4M | 102k | 91.95 |
| 2024-12-31 | $8.2M | 99k | 82.33 |
| 2024-09-30 | $7.4M | 95k | 77.33 |
| 2024-06-30 | $662k | 8.5k | 77.63 |
| 2024-03-31 | $405k | 5.6k | 71.74 |
More positions owned by Kovitz Investment Group Partners
View all positions for Kovitz Investment Group Partners