Southern Company shares owned by Plante Moran Financial Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Plante Moran Financial Advisors
from 13F filings
Historical chart of Plante Moran Financial Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Plante Moran Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $373k | 4.1k | 90.18 |
| 2024-06-30 | $321k | 4.1k | 77.57 |
| 2024-03-31 | $303k | 4.2k | 71.74 |
| 2023-12-31 | $297k | 4.2k | 70.12 |
| 2023-09-30 | $273k | 4.2k | 64.72 |
| 2023-06-30 | $100k | 1.4k | 70.25 |
| 2023-03-31 | $99k | 1.4k | 69.58 |
| 2022-12-31 | $102k | 1.4k | 71.41 |
| 2022-09-30 | $83k | 1.2k | 67.76 |
| 2022-06-30 | $82k | 1.1k | 71.62 |
| 2022-03-31 | $82k | 1.1k | 72.89 |
| 2021-12-31 | $95k | 1.4k | 68.74 |
| 2021-09-30 | $118k | 1.9k | 62.14 |
| 2021-06-30 | $2.0k | 29 | 68.97 |
| 2021-03-31 | $2.0k | 27 | 74.07 |
| 2020-12-31 | $332k | 5.4k | 61.46 |
| 2020-09-30 | $22k | 400 | 55.00 |
| 2020-06-30 | $21k | 400 | 52.50 |
| 2020-03-31 | $22k | 400 | 55.00 |
| 2019-12-31 | $25k | 400 | 62.50 |
| 2019-09-30 | $25k | 400 | 62.50 |
| 2019-06-30 | $22k | 400 | 55.00 |
| 2019-03-31 | $21k | 400 | 52.50 |
| 2018-12-31 | $18k | 400 | 45.00 |
| 2018-09-30 | $17k | 400 | 42.50 |
| 2018-06-30 | $39k | 849 | 45.94 |
| 2018-03-31 | $19k | 433 | 43.88 |
| 2017-12-31 | $21k | 433 | 48.50 |
| 2017-09-30 | $21k | 433 | 48.50 |
| 2017-06-30 | $21k | 433 | 48.50 |
| 2017-03-31 | $22k | 437 | 50.34 |
| 2016-12-31 | $9.0k | 182 | 49.45 |
| 2016-09-30 | $2.0k | 37 | 54.05 |
| 2016-06-30 | $2.0k | 37 | 54.05 |
| 2016-03-31 | $67k | 1.3k | 51.42 |
| 2015-12-31 | $8.0k | 164 | 48.78 |
| 2015-09-30 | $92k | 2.1k | 44.53 |
| 2015-06-30 | $89k | 2.1k | 41.88 |
| 2015-03-31 | $100k | 2.3k | 44.07 |
| 2014-12-31 | $55k | 1.1k | 48.93 |
| 2014-09-30 | $39k | 895 | 43.58 |
| 2014-06-30 | $60k | 1.3k | 45.52 |
| 2014-03-31 | $73k | 1.7k | 44.11 |
| 2013-12-31 | $85k | 2.1k | 41.08 |
| 2013-09-30 | $125k | 3.0k | 41.10 |
| 2013-06-30 | $165k | 3.7k | 44.22 |
| 2012-03-31 | $225k | 5.0k | 44.84 |
| 2011-12-31 | $232k | 5.0k | 46.23 |
| 2011-09-30 | $214k | 5.1k | 42.34 |
| 2011-06-30 | $216k | 5.4k | 40.34 |
| 2011-03-31 | $239k | 6.3k | 38.19 |
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