Southern Company shares owned by Naples Global Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Naples Global Advisors
from 13F filings
Historical chart of Naples Global Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Naples Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.1M | 75k | 94.77 |
| 2025-06-30 | $6.9M | 75k | 91.83 |
| 2025-03-31 | $6.8M | 74k | 91.95 |
| 2024-12-31 | $6.1M | 74k | 82.32 |
| 2024-09-30 | $6.7M | 74k | 90.18 |
| 2024-06-30 | $5.7M | 74k | 77.57 |
| 2024-03-31 | $5.3M | 74k | 71.74 |
| 2023-12-31 | $5.1M | 73k | 70.12 |
| 2023-09-30 | $4.7M | 73k | 64.72 |
| 2023-06-30 | $5.1M | 73k | 70.25 |
| 2023-03-31 | $5.2M | 74k | 69.58 |
| 2022-12-31 | $5.2M | 73k | 71.41 |
| 2022-09-30 | $5.0M | 73k | 68.00 |
| 2022-06-30 | $5.2M | 72k | 71.31 |
| 2022-03-31 | $5.2M | 72k | 72.51 |
| 2021-12-31 | $4.9M | 72k | 68.58 |
| 2021-09-30 | $4.4M | 71k | 61.97 |
| 2021-06-30 | $4.3M | 71k | 60.51 |
| 2021-03-31 | $4.2M | 67k | 62.17 |
| 2020-12-31 | $4.0M | 66k | 61.43 |
| 2020-09-30 | $3.2M | 59k | 54.21 |
| 2020-06-30 | $2.9M | 56k | 51.84 |
| 2020-03-31 | $2.9M | 54k | 54.13 |
| 2019-12-31 | $3.6M | 56k | 63.69 |
| 2019-09-30 | $3.5M | 56k | 61.77 |
| 2019-06-30 | $3.1M | 55k | 55.28 |
| 2019-03-31 | $2.8M | 55k | 51.69 |
| 2018-12-31 | $2.6M | 55k | 46.34 |
| 2018-09-30 | $2.3M | 49k | 46.31 |
| 2018-06-30 | $2.3M | 49k | 46.31 |
| 2018-03-31 | $2.1M | 46k | 44.66 |
| 2017-12-31 | $2.1M | 44k | 48.10 |
| 2017-09-30 | $2.2M | 44k | 49.15 |
| 2017-06-30 | $2.1M | 43k | 47.89 |
| 2017-03-31 | $2.0M | 40k | 49.78 |
| 2016-12-31 | $1.9M | 38k | 49.19 |
| 2016-09-30 | $1.9M | 38k | 51.30 |
| 2016-06-30 | $2.0M | 38k | 53.62 |
| 2016-03-31 | $2.0M | 38k | 51.72 |
| 2015-12-31 | $1.8M | 39k | 46.79 |
| 2015-09-30 | $1.7M | 37k | 44.71 |
| 2015-06-30 | $1.6M | 38k | 41.90 |
| 2015-03-31 | $1.5M | 35k | 44.28 |
| 2014-12-31 | $1.6M | 33k | 49.11 |
| 2014-09-30 | $1.3M | 31k | 43.65 |
| 2014-06-30 | $1.3M | 28k | 45.36 |
| 2014-03-31 | $1.2M | 27k | 43.96 |
| 2013-12-31 | $1.1M | 26k | 41.11 |
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