Southern Company shares owned by Optimal Asset Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Optimal Asset Management
from 13F filings
Historical chart of Optimal Asset Management investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Optimal Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Optimal Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $2.6M | 42k | 61.97 |
| 2021-06-30 | $2.5M | 42k | 60.50 |
| 2021-03-31 | $2.6M | 42k | 62.17 |
| 2020-12-31 | $5.1M | 84k | 61.43 |
| 2020-09-30 | $4.5M | 84k | 54.22 |
| 2020-06-30 | $4.9M | 95k | 51.85 |
| 2020-03-31 | $10M | 190k | 54.14 |
| 2019-12-31 | $4.8M | 76k | 63.70 |