Southern Company shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $26M | 287k | 90.18 |
| 2024-06-30 | $22M | 283k | 77.57 |
| 2024-03-31 | $20M | 281k | 71.74 |
| 2023-12-31 | $20M | 283k | 70.12 |
| 2023-09-30 | $18M | 271k | 64.72 |
| 2023-06-30 | $20M | 281k | 70.25 |
| 2023-03-31 | $19M | 268k | 69.58 |
| 2022-12-31 | $18M | 248k | 71.41 |
| 2022-09-30 | $17M | 244k | 68.00 |
| 2022-06-30 | $16M | 226k | 71.31 |
| 2022-03-31 | $15M | 210k | 72.51 |
| 2021-12-31 | $15M | 220k | 68.58 |
| 2021-09-30 | $13M | 203k | 61.97 |
| 2021-06-30 | $12M | 190k | 60.51 |
| 2021-03-31 | $9.4M | 152k | 62.16 |
| 2020-12-31 | $9.8M | 159k | 61.43 |
| 2020-09-30 | $7.8M | 143k | 54.62 |
| 2020-06-30 | $8.5M | 161k | 52.87 |
| 2020-03-31 | $4.4M | 87k | 50.13 |
| 2019-12-31 | $5.9M | 94k | 62.63 |
| 2019-09-30 | $2.8M | 45k | 61.76 |
| 2019-06-30 | $2.5M | 46k | 55.27 |
| 2019-03-31 | $2.0M | 39k | 51.69 |
| 2018-12-31 | $1.7M | 38k | 43.92 |
| 2018-09-30 | $1.6M | 37k | 43.61 |
| 2018-06-30 | $874k | 19k | 46.30 |
| 2018-03-31 | $1.2M | 26k | 44.21 |
| 2017-12-31 | $848k | 18k | 48.09 |
| 2017-09-30 | $27k | 600 | 45.00 |
| 2017-06-30 | $854k | 18k | 47.87 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors