LVZ Advisors »

Southern Company shares owned by LVZ Advisors

Quarter-by-quarter ownership of Southern Company (SO) shares owned by LVZ Advisors from 13F filings

Historical chart of LVZ Advisors investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by LVZ 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 LVZ Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 16k 90.18
2024-06-30 $1.3M 16k 77.57
2024-03-31 $1.2M 17k 71.74
2023-12-31 $1.2M 17k 70.12
2023-09-30 $885k 14k 64.72
2023-06-30 $984k 14k 70.25
2023-03-31 $738k 11k 69.58
2022-12-31 $475k 6.6k 71.41
2022-09-30 $455k 6.7k 67.98
2022-06-30 $475k 6.7k 71.25
2022-03-31 $675k 9.3k 72.56
2021-12-31 $615k 9.0k 68.53
2021-09-30 $571k 9.2k 62.00
2021-06-30 $568k 9.4k 60.48
2021-03-31 $582k 9.4k 62.15
2020-12-31 $442k 7.2k 61.39
2020-09-30 $401k 7.4k 54.25
2020-06-30 $330k 6.4k 51.80
2020-03-31 $380k 7.0k 54.11
2019-12-31 $455k 7.1k 63.65
2019-09-30 $250k 4.0k 61.77
2019-06-30 $252k 4.6k 55.30
2019-03-31 $324k 6.3k 51.65
2018-12-31 $235k 5.3k 43.94