Southern Company shares owned by Legacy Edge Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Legacy Edge Advisors
from 13F filings
Historical chart of Legacy Edge Advisors investment in Southern Company
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All positions including Southern Company held by Legacy Edge Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Legacy Edge Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $242k | 2.5k | 95.71 |
| 2026-03-31 | $244k | 2.5k | 96.52 |
| 2025-12-31 | $234k | 2.7k | 87.20 |
| 2025-09-30 | $259k | 2.7k | 94.77 |
| 2025-06-30 | $251k | 2.7k | 91.83 |
| 2025-03-31 | $250k | 2.7k | 91.95 |
| 2024-12-31 | $226k | 2.7k | 82.38 |
| 2024-09-30 | $205k | 2.3k | 90.18 |