Southern Company shares owned by Old Port Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Old Port Advisors
from 13F filings
Historical chart of Old Port Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Old Port Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.5M | 30k | 82.32 |
| 2024-09-30 | $2.6M | 29k | 90.18 |
| 2024-06-30 | $2.2M | 28k | 77.57 |
| 2024-03-31 | $2.0M | 28k | 71.74 |
| 2023-12-31 | $1.8M | 26k | 70.12 |
| 2023-09-30 | $1.7M | 26k | 64.72 |
| 2023-03-31 | $1.8M | 25k | 71.83 |
| 2022-12-31 | $1.7M | 24k | 71.41 |
| 2022-09-30 | $1.5M | 22k | 68.71 |
| 2022-06-30 | $1.5M | 21k | 70.82 |
| 2022-03-31 | $1.5M | 21k | 74.12 |
| 2021-12-31 | $1.3M | 20k | 68.18 |
| 2021-09-30 | $1.2M | 19k | 62.71 |
| 2021-06-30 | $1.0M | 16k | 61.90 |
| 2021-03-31 | $521k | 8.4k | 62.22 |
| 2020-12-31 | $324k | 5.5k | 59.33 |
| 2020-09-30 | $238k | 4.4k | 54.25 |
| 2020-03-31 | $205k | 3.8k | 54.06 |
| 2019-12-31 | $238k | 3.8k | 62.76 |
| 2019-09-30 | $240k | 3.9k | 61.94 |
| 2019-06-30 | $221k | 3.9k | 56.31 |
| 2019-03-31 | $205k | 4.0k | 51.57 |