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Southern Company shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Southern Company

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2026-06-30 $952k 9.9k 95.70
2026-03-31 $594k 6.2k 96.51
2023-03-31 $208k 3.0k 69.59
2022-12-31 $211k 2.9k 71.42
2022-09-30 $200k 2.9k 67.91
2022-06-30 $210k 2.9k 71.36
2022-03-31 $221k 3.0k 72.53
2021-12-31 $192k 2.8k 68.67
2021-09-30 $173k 2.8k 61.92
2021-06-30 $163k 2.7k 60.53
2021-03-31 $167k 2.7k 62.06
2020-12-31 $59k 959 61.52
2020-09-30 $49k 905 54.14
2020-06-30 $47k 898 52.34
2020-03-31 $52k 952 54.62
2019-12-31 $53k 827 64.09
2019-09-30 $44k 717 61.37
2019-06-30 $29k 515 56.31
2019-03-31 $27k 532 50.75
2018-12-31 $15k 342 43.86
2018-09-30 $15k 342 43.86
2018-03-31 $40k 911 43.91
2017-12-31 $54k 1.1k 47.75
2017-09-30 $64k 1.3k 49.96
2017-06-30 $65k 1.4k 47.07
2017-03-31 $71k 1.4k 50.21
2016-12-31 $69k 1.4k 48.80