Southern Company shares owned by Nicolet Advisory Services
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Nicolet Advisory Services
from 13F filings
Historical chart of Nicolet Advisory Services investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Nicolet Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by Nicolet Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $511k | 5.3k | 96.42 |
| 2025-06-30 | $505k | 5.3k | 94.99 |
| 2025-03-31 | $464k | 5.2k | 88.89 |
| 2024-12-31 | $447k | 5.5k | 81.32 |
| 2024-09-30 | $493k | 5.4k | 90.69 |
| 2024-03-31 | $380k | 5.4k | 70.59 |
| 2023-09-30 | $265k | 4.1k | 64.62 |
| 2023-06-30 | $284k | 4.0k | 70.79 |
| 2023-03-31 | $286k | 4.0k | 72.30 |
| 2022-12-31 | $268k | 3.7k | 71.57 |
| 2022-09-30 | $240k | 3.7k | 64.03 |
| 2022-06-30 | $264k | 3.7k | 71.26 |
| 2022-03-31 | $283k | 3.7k | 76.38 |
| 2021-12-31 | $240k | 3.5k | 68.69 |
| 2021-09-30 | $217k | 3.5k | 62.11 |
| 2021-06-30 | $211k | 3.5k | 60.51 |
| 2021-03-31 | $217k | 3.5k | 62.25 |
| 2020-12-31 | $230k | 3.7k | 61.48 |
| 2020-09-30 | $203k | 3.7k | 54.31 |
| 2020-06-30 | $247k | 4.8k | 51.84 |
| 2020-03-31 | $283k | 5.2k | 54.09 |
| 2019-12-31 | $255k | 4.0k | 63.80 |
| 2019-09-30 | $247k | 4.0k | 61.81 |
| 2019-06-30 | $221k | 4.0k | 55.35 |
| 2019-03-31 | $204k | 3.9k | 51.72 |