Morningstar Investment Management »

Southern Company shares owned by Morningstar Investment Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Morningstar Investment Management from 13F filings

Historical chart of Morningstar Investment Management investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Morningstar Investment Management 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 Morningstar Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $943k 11k 89.88
2024-06-30 $813k 11k 77.52
2024-03-31 $752k 11k 71.71
2023-09-30 $685k 11k 64.74
2023-06-30 $743k 11k 70.23