Southern Company shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $553k | 5.8k | 94.77 |
| 2025-06-30 | $536k | 5.8k | 91.83 |
| 2025-03-31 | $536k | 5.8k | 91.95 |
| 2024-12-31 | $480k | 5.8k | 82.32 |
| 2024-09-30 | $580k | 6.4k | 90.18 |
| 2024-06-30 | $538k | 6.9k | 77.57 |
| 2024-03-31 | $553k | 7.7k | 71.74 |
| 2023-12-31 | $523k | 7.5k | 70.12 |
| 2023-09-30 | $515k | 8.0k | 64.72 |
| 2023-06-30 | $508k | 7.2k | 70.25 |
| 2023-03-31 | $545k | 7.8k | 69.58 |
| 2022-12-31 | $560k | 7.8k | 71.41 |
| 2022-09-30 | $533k | 7.8k | 68.02 |
| 2022-06-30 | $552k | 7.7k | 71.25 |
| 2022-03-31 | $562k | 7.7k | 72.54 |
| 2021-12-31 | $538k | 7.8k | 68.56 |
| 2021-09-30 | $537k | 8.7k | 61.96 |
| 2021-06-30 | $620k | 10k | 60.47 |
| 2021-03-31 | $700k | 11k | 62.16 |
| 2020-12-31 | $1.0M | 17k | 61.41 |
| 2020-09-30 | $938k | 17k | 54.24 |
| 2020-06-30 | $933k | 18k | 51.84 |
| 2020-03-31 | $1.1M | 20k | 54.12 |
| 2019-12-31 | $1.6M | 25k | 63.72 |
| 2019-09-30 | $1.6M | 25k | 61.78 |
| 2019-06-30 | $1.4M | 25k | 55.30 |
| 2019-03-31 | $1.0M | 20k | 51.69 |
| 2018-12-31 | $853k | 19k | 43.95 |
| 2018-09-30 | $858k | 20k | 43.61 |
| 2018-06-30 | $953k | 21k | 46.30 |
| 2018-03-31 | $918k | 21k | 44.68 |
| 2017-12-31 | $986k | 21k | 48.08 |
| 2017-09-30 | $987k | 20k | 49.16 |
| 2017-06-30 | $960k | 20k | 47.89 |
| 2017-03-31 | $891k | 18k | 49.79 |
| 2016-12-31 | $853k | 17k | 49.18 |
| 2016-09-30 | $888k | 17k | 51.29 |
| 2016-06-30 | $916k | 17k | 53.61 |
| 2016-03-31 | $1.1M | 21k | 51.74 |
| 2015-12-31 | $652k | 14k | 46.80 |
| 2015-09-30 | $564k | 13k | 44.68 |
| 2015-03-31 | $285k | 6.5k | 44.12 |
| 2014-12-31 | $312k | 6.3k | 49.21 |
| 2014-09-30 | $296k | 6.3k | 46.88 |
| 2014-06-30 | $204k | 4.7k | 43.85 |
| 2014-03-31 | $204k | 4.7k | 43.85 |
| 2013-12-31 | $865k | 21k | 41.11 |
| 2013-09-30 | $189k | 4.6k | 41.12 |
| 2011-12-31 | $329k | 7.1k | 46.35 |
More positions owned by Optimum Investment Advisors
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