Southern Company shares owned by Lebenthal Global Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Lebenthal Global Advisors
from 13F filings
Historical chart of Lebenthal Global Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Lebenthal Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 15k | 94.76 |
| 2025-06-30 | $1.4M | 15k | 91.83 |
| 2025-03-31 | $1.3M | 15k | 91.95 |
| 2024-12-31 | $1.1M | 14k | 82.32 |
| 2024-09-30 | $1.1M | 13k | 90.18 |
| 2024-06-30 | $511k | 6.6k | 77.57 |
| 2024-03-31 | $392k | 5.5k | 71.74 |
| 2023-12-31 | $369k | 5.3k | 70.11 |
| 2023-09-30 | $342k | 5.3k | 64.72 |
| 2023-06-30 | $372k | 5.3k | 70.25 |
| 2023-03-31 | $365k | 5.3k | 69.58 |
| 2022-12-31 | $386k | 5.4k | 71.41 |
| 2022-09-30 | $360k | 5.3k | 67.91 |
| 2022-06-30 | $378k | 5.3k | 71.31 |
| 2022-03-31 | $362k | 5.0k | 72.39 |
| 2021-12-31 | $348k | 5.1k | 68.49 |
| 2021-09-30 | $314k | 5.1k | 61.80 |
| 2021-06-30 | $307k | 5.1k | 60.42 |
| 2021-03-31 | $315k | 5.1k | 62.00 |
| 2020-12-31 | $360k | 5.9k | 61.34 |