Southern Company shares owned by Oak Family Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Oak Family Advisors
from 13F filings
Historical chart of Oak Family Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Oak Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $224k | 2.4k | 94.77 |
| 2025-06-30 | $219k | 2.4k | 91.83 |
| 2025-03-31 | $220k | 2.4k | 91.95 |
| 2024-09-30 | $219k | 2.4k | 90.18 |
| 2024-03-31 | $261k | 3.6k | 71.74 |
| 2023-12-31 | $255k | 3.6k | 70.12 |
| 2023-09-30 | $236k | 3.6k | 64.72 |
| 2023-06-30 | $277k | 3.9k | 70.25 |
| 2023-03-31 | $258k | 3.7k | 69.58 |
| 2022-12-31 | $301k | 4.2k | 71.41 |
| 2022-09-30 | $286k | 4.2k | 67.89 |