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Southern Company shares owned by LLBH Private Wealth Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by LLBH Private Wealth Management from 13F filings

Historical chart of LLBH Private Wealth Management investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by LLBH Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.5M 32k 77.57
2024-03-31 $2.3M 32k 71.74
2023-12-31 $2.2M 32k 70.12
2023-09-30 $2.1M 32k 64.72
2023-06-30 $2.2M 31k 69.58
2023-03-31 $2.2M 31k 69.58
2022-12-31 $2.2M 31k 71.41
2022-09-30 $2.0M 29k 68.00
2022-06-30 $2.0M 29k 71.29
2022-03-31 $2.1M 29k 72.50
2021-12-31 $3.5M 54k 65.19
2021-09-30 $1.8M 29k 61.96
2021-06-30 $1.7M 28k 60.50
2021-03-31 $1.6M 26k 62.16
2020-12-31 $1.6M 26k 61.43
2020-09-30 $1.4M 26k 54.20
2020-06-30 $1.3M 25k 51.86
2020-03-31 $1.4M 25k 54.15
2019-12-31 $1.6M 25k 63.69
2019-09-30 $1.5M 25k 61.78
2019-06-30 $1.4k 1.0k 1.38
2019-03-31 $1.3M 25k 51.66
2018-12-31 $1.1M 25k 43.90
2018-09-30 $1.1M 25k 43.62
2018-06-30 $1.1M 24k 46.31
2018-03-31 $1.1M 24k 44.68
2017-12-31 $1.1M 24k 47.18
2017-09-30 $1.2M 24k 49.12
2017-06-30 $1.1M 24k 47.86
2017-03-31 $1.2M 24k 49.78
2016-12-31 $1.2M 24k 49.17
2016-09-30 $1.2M 24k 51.29
2016-06-30 $1.3M 23k 53.62
2016-03-31 $1.2M 23k 51.73
2015-12-31 $1.1M 23k 46.79

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Ares Management Corporation Cl A Com Stk (ARES)
Airbnb Com Cl A (ABNB)
Target Hospitality Corp (TH)

View all positions for LLBH Private Wealth Management

Top funds holding Southern Company

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Massachusetts Financial Services
Geode Capital Management
T. Rowe Price Associates
GQG Partners
Mizuho Securities USA
Franklin Resources
Morgan Stanley
Northern Trust
Bank of America Corporation

View all funds holding Southern Company