Southern Company shares owned by New England Capital Financial Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by New England Capital Financial Advisors
from 13F filings
Historical chart of New England Capital Financial Advisors investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by New England Capital Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $20k | 233 | 87.29 |
| 2025-09-30 | $22k | 232 | 94.59 |
| 2025-06-30 | $21k | 230 | 91.83 |
| 2025-03-31 | $21k | 228 | 92.10 |
| 2024-12-31 | $19k | 227 | 82.25 |
| 2024-09-30 | $20k | 225 | 90.27 |
| 2024-06-30 | $17k | 224 | 77.46 |
| 2024-03-31 | $16k | 222 | 71.74 |
| 2023-12-31 | $15k | 220 | 70.14 |
| 2023-09-30 | $14k | 218 | 64.80 |
| 2023-06-30 | $13k | 182 | 70.40 |
| 2023-03-31 | $13k | 181 | 69.41 |
| 2022-12-31 | $12k | 179 | 66.98 |
More positions owned by New England Capital Financial Advisors
View all positions for New England Capital Financial Advisors