Southern Company shares owned by Novare Capital Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Novare Capital Management
from 13F filings
Historical chart of Novare Capital Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Novare Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $647k | 6.8k | 94.77 |
| 2025-06-30 | $900k | 9.8k | 91.83 |
| 2025-03-31 | $617k | 6.7k | 91.95 |
| 2024-12-31 | $550k | 6.7k | 82.32 |
| 2024-09-30 | $588k | 6.5k | 90.18 |
| 2024-06-30 | $504k | 6.5k | 77.57 |
| 2024-03-31 | $464k | 6.5k | 71.73 |
| 2023-12-31 | $440k | 6.3k | 70.12 |
| 2023-09-30 | $404k | 6.2k | 64.72 |
| 2023-06-30 | $463k | 6.6k | 70.25 |
| 2023-03-31 | $439k | 6.3k | 69.58 |
| 2022-12-31 | $470k | 6.6k | 71.41 |
| 2022-09-30 | $643k | 9.5k | 68.04 |
| 2022-06-30 | $487k | 6.8k | 71.36 |
| 2022-03-31 | $596k | 8.2k | 72.47 |
| 2021-12-31 | $430k | 6.3k | 68.57 |
| 2018-09-30 | $552k | 12k | 46.02 |
| 2018-06-30 | $555k | 12k | 46.27 |
| 2018-03-31 | $655k | 15k | 44.65 |
| 2017-12-31 | $694k | 14k | 48.06 |
| 2017-09-30 | $717k | 15k | 49.14 |
| 2016-09-30 | $237k | 4.6k | 51.35 |
| 2016-06-30 | $248k | 4.6k | 53.74 |
| 2016-03-31 | $239k | 4.6k | 51.79 |
| 2013-06-30 | $229k | 5.2k | 44.17 |