Southern Company shares owned by ProVise Management Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by ProVise Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $700k | 10k | 70.12 |
| 2023-09-30 | $687k | 11k | 64.73 |
| 2023-06-30 | $838k | 12k | 69.58 |
| 2023-03-31 | $838k | 12k | 69.58 |
| 2022-12-31 | $930k | 13k | 71.41 |
| 2022-09-30 | $974k | 14k | 68.02 |
| 2022-06-30 | $1.0M | 15k | 71.30 |
| 2022-03-31 | $1.1M | 15k | 72.49 |
| 2021-12-31 | $1.0M | 15k | 68.59 |
| 2021-09-30 | $948k | 15k | 61.94 |
| 2021-06-30 | $1.0M | 17k | 60.51 |
| 2021-03-31 | $943k | 15k | 62.15 |
| 2020-12-31 | $942k | 15k | 61.46 |
| 2020-09-30 | $812k | 15k | 54.19 |
| 2020-06-30 | $776k | 15k | 51.82 |
| 2020-03-31 | $871k | 16k | 54.11 |
| 2019-12-31 | $3.1M | 48k | 63.70 |
| 2019-09-30 | $3.0M | 49k | 61.76 |
| 2019-06-30 | $2.7M | 49k | 55.28 |
| 2019-03-31 | $2.5M | 49k | 51.68 |
| 2018-12-31 | $2.4M | 54k | 43.90 |
| 2018-09-30 | $2.4M | 55k | 43.60 |
| 2018-06-30 | $2.6M | 57k | 46.30 |
| 2018-03-31 | $2.5M | 56k | 44.64 |
| 2017-12-31 | $2.7M | 57k | 48.08 |
| 2017-09-30 | $2.8M | 57k | 49.13 |
| 2017-06-30 | $2.7M | 55k | 47.89 |
| 2017-03-31 | $2.6M | 51k | 49.79 |
| 2016-12-31 | $2.5M | 50k | 49.19 |
| 2016-09-30 | $2.6M | 51k | 51.28 |
| 2016-06-30 | $3.1M | 57k | 53.65 |
| 2016-03-31 | $2.7M | 52k | 51.72 |
| 2015-12-31 | $2.4M | 51k | 46.77 |
| 2015-09-30 | $2.2M | 50k | 44.71 |
| 2015-06-30 | $1.7M | 40k | 41.90 |
| 2015-03-31 | $1.7M | 38k | 44.27 |
| 2014-12-31 | $1.7M | 35k | 49.12 |
| 2014-09-30 | $1.2M | 27k | 43.66 |
| 2014-06-30 | $1.1M | 24k | 45.36 |
| 2014-03-31 | $1.0M | 23k | 43.96 |
| 2013-12-31 | $793k | 19k | 41.13 |
| 2013-09-30 | $557k | 14k | 41.20 |
| 2013-06-30 | $393k | 8.9k | 44.06 |
| 2012-09-30 | $300k | 6.5k | 46.08 |
| 2012-06-30 | $331k | 7.2k | 46.27 |
| 2012-03-31 | $375k | 8.3k | 44.93 |
| 2011-12-31 | $419k | 9.0k | 46.35 |
| 2011-09-30 | $353k | 8.3k | 42.44 |
| 2011-06-30 | $356k | 8.8k | 40.40 |
| 2011-03-31 | $335k | 8.8k | 38.06 |
| 2010-12-31 | $360k | 9.4k | 38.28 |