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
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Quarterly reported holdings in Southern Company by Morningstar Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.1M | 75k | 94.78 |
| 2024-12-31 | $864k | 11k | 82.35 |
| 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 |
More positions owned by Morningstar Investment Management
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