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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

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

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Quarterly reported holdings in Southern Company by LVZ Advisors

Quarter filed Position value Share count Share price at filing
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