Southern Company shares owned by Legacy Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $390k | 4.2k | 91.95 |
| 2024-12-31 | $731k | 8.9k | 82.32 |
| 2024-09-30 | $732k | 8.1k | 90.18 |
| 2024-06-30 | $480k | 6.2k | 77.58 |
| 2017-09-30 | $2.0k | 60 | 33.33 |