Southern Company shares owned by Orion Portfolio Solutions
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Orion Portfolio Solutions
from 13F filings
Historical chart of Orion Portfolio Solutions investment in Southern Company
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Quarterly reported holdings in Southern Company by Orion Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23M | 259k | 90.18 |
| 2024-03-31 | $20M | 278k | 71.74 |
| 2023-12-31 | $20M | 283k | 72.16 |
| 2023-09-30 | $19M | 290k | 64.72 |
| 2023-06-30 | $19M | 122k | 155.93 |
| 2023-03-31 | $9.0M | 129k | 69.58 |
| 2022-12-31 | $7.5M | 106k | 71.41 |
| 2022-09-30 | $6.3M | 93k | 68.00 |
| 2022-06-30 | $7.0M | 98k | 71.31 |
| 2022-03-31 | $5.5M | 75k | 72.51 |
| 2021-12-31 | $5.3M | 78k | 68.58 |
| 2021-09-30 | $4.7M | 76k | 61.96 |
| 2021-06-30 | $4.3M | 70k | 60.50 |
| 2021-03-31 | $4.3M | 69k | 62.17 |
| 2020-12-31 | $4.4M | 72k | 61.43 |
| 2020-09-30 | $3.9M | 72k | 54.22 |
| 2020-06-30 | $3.7M | 68k | 54.13 |
| 2020-03-31 | $3.7M | 68k | 54.13 |
| 2019-12-31 | $4.6M | 73k | 63.70 |