Southern Company shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $37M | 392k | 94.77 |
| 2025-06-30 | $38M | 408k | 91.83 |
| 2025-03-31 | $37M | 403k | 91.95 |
| 2024-12-31 | $32M | 384k | 82.32 |
| 2024-09-30 | $34M | 377k | 90.18 |
| 2024-06-30 | $28M | 366k | 77.57 |
| 2024-03-31 | $25M | 352k | 71.74 |
| 2023-12-31 | $26M | 365k | 70.12 |
| 2023-09-30 | $24M | 375k | 64.72 |
| 2023-06-30 | $25M | 353k | 70.25 |
| 2023-03-31 | $24M | 348k | 69.58 |
| 2022-12-31 | $26M | 367k | 71.41 |
| 2022-09-30 | $22M | 322k | 68.00 |
| 2022-06-30 | $22M | 303k | 71.31 |
| 2022-03-31 | $21M | 285k | 72.51 |
| 2021-12-31 | $5.6M | 82k | 68.58 |
| 2021-09-30 | $4.6M | 74k | 61.98 |
| 2021-06-30 | $4.5M | 75k | 60.51 |
| 2021-03-31 | $4.3M | 70k | 62.17 |
| 2020-12-31 | $4.2M | 68k | 61.43 |
| 2020-09-30 | $3.3M | 61k | 54.21 |
| 2020-06-30 | $2.9M | 57k | 51.85 |
| 2020-03-31 | $3.0M | 56k | 54.21 |
| 2019-12-31 | $3.3M | 52k | 63.70 |
| 2019-09-30 | $3.3M | 53k | 61.76 |
| 2019-06-30 | $3.0M | 55k | 55.28 |
| 2019-03-31 | $2.8M | 54k | 51.67 |
| 2018-12-31 | $1.9M | 43k | 43.91 |
| 2018-09-30 | $1.1M | 26k | 43.61 |
| 2018-06-30 | $1.2M | 26k | 46.31 |
| 2018-03-31 | $1.1M | 25k | 44.64 |
| 2017-12-31 | $919k | 19k | 48.02 |
| 2017-09-30 | $247k | 5.0k | 49.06 |
| 2017-06-30 | $469k | 9.8k | 47.89 |
| 2017-03-31 | $977k | 20k | 49.69 |
| 2016-12-31 | $733k | 15k | 49.25 |
| 2016-09-30 | $1.5M | 30k | 51.25 |
| 2016-06-30 | $1.4M | 26k | 53.68 |
| 2016-03-31 | $1.3M | 25k | 51.75 |
| 2015-12-31 | $1.1M | 23k | 46.80 |
| 2015-09-30 | $1.7M | 38k | 44.67 |
| 2015-06-30 | $1.8M | 43k | 41.85 |
| 2015-03-31 | $351k | 7.9k | 44.32 |
| 2014-12-31 | $305k | 6.2k | 49.17 |
| 2014-09-30 | $271k | 6.2k | 43.69 |
| 2014-06-30 | $480k | 11k | 45.36 |
| 2014-03-31 | $431k | 9.8k | 43.95 |
| 2013-12-31 | $429k | 10k | 41.10 |
| 2013-09-30 | $360k | 8.7k | 41.23 |
| 2013-06-30 | $443k | 10k | 44.14 |
| 2013-03-31 | $571k | 12k | 46.95 |
| 2012-12-31 | $317k | 7.4k | 42.79 |
| 2012-09-30 | $253k | 5.5k | 46.00 |
| 2012-06-30 | $194k | 4.2k | 46.19 |
| 2012-03-31 | $181k | 4.0k | 45.04 |