Southern Company shares owned by Marshall Financial Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Marshall Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 33k | 94.77 |
| 2025-06-30 | $2.9M | 32k | 91.66 |
| 2025-03-31 | $2.8M | 31k | 91.95 |
| 2024-12-31 | $2.5M | 30k | 82.32 |
| 2024-09-30 | $2.8M | 31k | 90.18 |
| 2024-06-30 | $2.4M | 31k | 77.57 |
| 2021-03-31 | $201k | 3.2k | 62.15 |
| 2020-12-31 | $219k | 3.6k | 61.38 |