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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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All positions including Southern Company held by Naples Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Naples Global Advisors

Quarter filed Position value Share count Share price at filing
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