Southern Company shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment Advisors investment in Southern Company
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All positions including Southern Company held by LBMC Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 28k | 94.77 |
| 2025-06-30 | $2.7M | 29k | 91.83 |
| 2025-03-31 | $2.9M | 32k | 91.95 |
| 2024-12-31 | $1.9M | 24k | 82.32 |
| 2024-09-30 | $2.1M | 24k | 90.18 |
| 2024-06-30 | $1.8M | 24k | 77.57 |
| 2024-03-31 | $1.7M | 24k | 71.74 |
| 2023-12-31 | $1.7M | 25k | 70.12 |
| 2023-09-30 | $1.8M | 28k | 64.03 |
| 2023-06-30 | $1.9M | 28k | 70.25 |
| 2023-03-31 | $1.9M | 28k | 69.58 |
| 2022-12-31 | $1.9M | 27k | 71.41 |
| 2022-09-30 | $1.8M | 27k | 68.00 |
| 2022-06-30 | $1.9M | 27k | 71.30 |
| 2022-03-31 | $1.4M | 19k | 72.53 |
| 2021-12-31 | $1.3M | 19k | 68.58 |
| 2021-09-30 | $1.1M | 1.6k | 736.47 |
| 2021-06-30 | $1.1M | 18k | 60.49 |
| 2021-03-31 | $980k | 16k | 62.19 |
| 2020-12-31 | $962k | 16k | 61.44 |
| 2020-09-30 | $777k | 14k | 54.20 |
| 2020-06-30 | $628k | 12k | 51.88 |
| 2020-03-31 | $718k | 13k | 54.15 |
| 2019-12-31 | $828k | 13k | 63.68 |
| 2019-09-30 | $802k | 13k | 61.80 |
| 2019-06-30 | $716k | 13k | 55.29 |
| 2019-03-31 | $668k | 13k | 51.70 |
| 2018-12-31 | $648k | 15k | 43.89 |
| 2018-09-30 | $732k | 17k | 43.59 |
| 2018-06-30 | $894k | 19k | 46.32 |
| 2018-03-31 | $853k | 19k | 44.66 |
| 2017-12-31 | $934k | 19k | 48.11 |
| 2017-09-30 | $933k | 19k | 49.14 |
| 2017-06-30 | $947k | 20k | 47.89 |
| 2017-03-31 | $977k | 20k | 49.80 |
| 2016-12-31 | $968k | 20k | 49.19 |
| 2016-09-30 | $1.0M | 20k | 51.32 |
| 2016-06-30 | $959k | 18k | 53.64 |
| 2016-03-31 | $836k | 16k | 51.71 |
| 2015-12-31 | $726k | 16k | 46.78 |
| 2015-09-30 | $687k | 15k | 44.71 |
| 2015-06-30 | $427k | 10k | 41.86 |
| 2015-03-31 | $460k | 10k | 44.24 |
| 2014-12-31 | $406k | 8.3k | 49.13 |
| 2014-09-30 | $361k | 8.3k | 43.68 |
| 2013-09-30 | $452k | 11k | 41.14 |
| 2013-03-31 | $517k | 11k | 46.88 |
| 2012-12-31 | $472k | 11k | 42.80 |