Southern Company shares owned by LPL Financial
Quarter-by-quarter ownership of Southern Company (SO) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Southern Company
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Quarterly reported holdings in Southern Company by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $187M | 2.1M | 90.18 |
| 2024-06-30 | $166M | 2.1M | 77.57 |
| 2024-03-31 | $151M | 2.1M | 71.74 |
| 2023-09-30 | $131M | 2.0M | 64.72 |
| 2023-06-30 | $139M | 2.0M | 70.25 |
| 2023-03-31 | $131M | 1.9M | 69.58 |
| 2022-12-31 | $123M | 1.7M | 71.41 |
| 2022-09-30 | $110M | 1.6M | 68.00 |
| 2022-06-30 | $110M | 1.5M | 71.31 |
| 2022-03-31 | $101M | 1.4M | 72.51 |
| 2021-12-31 | $92M | 1.3M | 68.58 |
| 2021-09-30 | $79M | 1.3M | 61.97 |
| 2021-06-30 | $73M | 1.2M | 60.51 |
| 2021-03-31 | $72M | 1.2M | 62.16 |
| 2020-12-31 | $70M | 1.1M | 61.43 |
| 2020-09-30 | $56M | 1.0M | 54.22 |
| 2020-06-30 | $51M | 982k | 51.85 |
| 2020-03-31 | $48M | 880k | 54.14 |
| 2019-12-31 | $56M | 881k | 63.70 |
| 2019-09-30 | $53M | 855k | 61.77 |
| 2019-06-30 | $47M | 858k | 55.28 |
| 2019-03-31 | $43M | 832k | 51.68 |
| 2018-12-31 | $35M | 796k | 43.92 |
| 2018-09-30 | $34M | 786k | 43.60 |
| 2018-06-30 | $40M | 856k | 46.31 |
| 2018-03-31 | $40M | 902k | 44.66 |
| 2017-12-31 | $30M | 621k | 48.09 |
| 2017-09-30 | $27M | 545k | 49.14 |
| 2017-06-30 | $25M | 530k | 47.88 |
| 2017-03-31 | $1.5M | 31k | 49.86 |
| 2016-12-31 | $1.4M | 29k | 49.15 |
| 2016-09-30 | $1.5M | 30k | 50.73 |
| 2016-06-30 | $1.7M | 31k | 53.93 |
| 2016-03-31 | $48M | 941k | 50.67 |
| 2015-12-31 | $43M | 900k | 47.35 |
| 2015-09-30 | $22M | 488k | 45.18 |
| 2015-06-30 | $20M | 462k | 43.07 |
| 2015-03-31 | $20M | 452k | 44.62 |
| 2014-12-31 | $22M | 445k | 49.11 |
| 2014-09-30 | $19M | 439k | 44.09 |
| 2014-06-30 | $19M | 419k | 45.38 |
| 2014-03-31 | $16M | 369k | 43.94 |
| 2013-12-31 | $13M | 322k | 41.11 |
| 2013-09-30 | $15M | 371k | 41.35 |
| 2013-06-30 | $16M | 364k | 44.13 |
| 2012-12-31 | $14M | 321k | 43.78 |
| 2012-09-30 | $14M | 312k | 46.09 |
| 2011-09-30 | $9.2M | 218k | 42.37 |