Southern Company shares owned by Naviter Wealth
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Naviter Wealth
from 13F filings
Historical chart of Naviter Wealth investment in Southern Company
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Quarterly reported holdings in Southern Company by Naviter Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 32k | 94.77 |
| 2025-06-30 | $2.8M | 31k | 91.83 |
| 2025-03-31 | $2.7M | 30k | 91.13 |
| 2024-12-31 | $2.5M | 30k | 82.32 |
| 2024-09-30 | $2.2M | 25k | 90.18 |
| 2024-06-30 | $1.9M | 24k | 77.57 |
| 2024-03-31 | $1.6M | 23k | 71.74 |
| 2023-12-31 | $1.4M | 20k | 70.12 |
| 2023-09-30 | $1.0M | 16k | 64.72 |
| 2023-06-30 | $1.0M | 15k | 70.25 |
| 2023-03-31 | $945k | 14k | 69.58 |