Southern Company shares owned by Merit Financial Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in Southern Company
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All positions including Southern Company held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.5M | 89k | 94.77 |
| 2025-06-30 | $7.7M | 84k | 91.83 |
| 2025-03-31 | $6.6M | 72k | 91.95 |
| 2024-12-31 | $5.0M | 61k | 82.32 |
| 2024-09-30 | $3.8M | 42k | 90.18 |
| 2024-03-31 | $3.3M | 43k | 75.85 |
| 2023-12-31 | $2.8M | 40k | 70.12 |
| 2023-09-30 | $2.3M | 35k | 64.72 |
| 2023-06-30 | $2.8M | 39k | 70.25 |
| 2023-03-31 | $2.5M | 36k | 69.58 |
| 2022-12-31 | $2.6M | 36k | 71.41 |
| 2022-09-30 | $2.4M | 36k | 68.00 |
| 2022-06-30 | $2.8M | 39k | 71.31 |
| 2022-03-31 | $2.0M | 28k | 72.50 |
| 2021-12-31 | $1.3M | 19k | 68.60 |
| 2021-09-30 | $1.2M | 19k | 61.99 |
| 2021-06-30 | $1.1M | 19k | 60.52 |
| 2021-03-31 | $1.1M | 18k | 62.14 |
| 2020-12-31 | $1.1M | 18k | 61.41 |
| 2020-09-30 | $892k | 17k | 54.19 |
| 2020-06-30 | $753k | 15k | 51.86 |
| 2020-03-31 | $794k | 15k | 54.15 |
| 2019-12-31 | $913k | 14k | 63.73 |
| 2019-09-30 | $875k | 14k | 61.79 |
| 2019-06-30 | $771k | 14k | 55.25 |
| 2019-03-31 | $687k | 13k | 51.65 |
| 2018-12-31 | $561k | 13k | 43.91 |
| 2018-09-30 | $552k | 13k | 43.56 |
| 2018-06-30 | $514k | 11k | 46.24 |
| 2018-03-31 | $531k | 12k | 44.60 |
| 2017-12-31 | $551k | 12k | 48.04 |