Southern Company shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in Southern Company
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Quarterly reported holdings in Southern Company by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $331k | 3.5k | 94.77 |
| 2025-06-30 | $320k | 3.5k | 91.83 |
| 2025-03-31 | $304k | 3.3k | 91.95 |
| 2024-12-31 | $300k | 3.6k | 82.32 |
| 2024-09-30 | $298k | 3.3k | 90.18 |
| 2024-06-30 | $256k | 3.3k | 77.57 |
| 2024-03-31 | $231k | 3.2k | 71.74 |
| 2023-12-31 | $240k | 3.4k | 70.12 |
| 2023-09-30 | $230k | 3.6k | 64.73 |
| 2023-06-30 | $302k | 4.3k | 70.25 |
| 2023-03-31 | $323k | 4.6k | 69.58 |
| 2022-12-31 | $349k | 4.9k | 71.41 |
| 2022-09-30 | $348k | 5.1k | 67.96 |
| 2022-06-30 | $296k | 4.1k | 71.39 |
| 2022-03-31 | $301k | 4.2k | 72.46 |
| 2021-12-31 | $288k | 4.2k | 68.65 |