Southern Company shares owned by Kozak & Associates
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in Southern Company
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All positions including Southern Company held by Kozak & Associates consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $77k | 844 | 90.62 |
| 2025-06-30 | $77k | 838 | 91.92 |
| 2025-03-31 | $76k | 831 | 91.12 |
| 2024-12-31 | $68k | 824 | 82.31 |
| 2024-09-30 | $75k | 817 | 92.29 |