Legacy Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Southern Company by Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $732k 8.1k 90.18
2024-06-30 $480k 6.2k 77.58
2017-09-30 $2.0k 60 33.33