Southern Company shares owned by Reilly Financial Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Reilly Financial Advisors
from 13F filings
Historical chart of Reilly Financial Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Reilly Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $669k | 9.8k | 68.53 |
| 2021-09-30 | $605k | 9.8k | 62.01 |
| 2021-06-30 | $590k | 9.8k | 60.47 |
| 2021-03-31 | $606k | 9.8k | 62.13 |
| 2020-12-31 | $597k | 9.7k | 61.41 |
| 2020-09-30 | $527k | 9.7k | 54.21 |
| 2020-06-30 | $508k | 9.8k | 51.81 |
| 2020-03-31 | $546k | 10k | 54.10 |
| 2019-12-31 | $789k | 12k | 63.69 |
| 2019-09-30 | $777k | 13k | 61.80 |
| 2019-06-30 | $637k | 12k | 55.29 |
| 2019-03-31 | $624k | 12k | 51.71 |
| 2018-12-31 | $527k | 12k | 43.90 |
| 2018-09-30 | $485k | 11k | 43.62 |
| 2018-06-30 | $515k | 11k | 46.31 |
| 2018-03-31 | $2.1M | 47k | 44.66 |
| 2017-12-31 | $2.3M | 47k | 48.09 |
| 2017-09-30 | $2.2M | 44k | 49.15 |
| 2017-06-30 | $2.1M | 44k | 47.87 |
| 2017-03-31 | $2.0M | 41k | 49.77 |
| 2016-12-31 | $1.9M | 38k | 49.18 |
| 2016-09-30 | $1.8M | 36k | 51.29 |
| 2016-06-30 | $1.8M | 34k | 53.62 |
| 2016-03-31 | $1.7M | 33k | 51.74 |
| 2015-12-31 | $1.5M | 33k | 46.78 |
| 2015-09-30 | $1.5M | 33k | 44.70 |
| 2015-06-30 | $1.2M | 29k | 41.90 |
| 2015-03-31 | $1.2M | 27k | 44.28 |
| 2014-12-31 | $1.0M | 21k | 49.13 |
| 2014-09-30 | $784k | 18k | 43.64 |
| 2014-06-30 | $659k | 15k | 45.09 |
| 2014-03-31 | $579k | 13k | 43.96 |
| 2013-12-31 | $453k | 11k | 41.08 |
| 2013-09-30 | $473k | 11k | 41.36 |
| 2013-06-30 | $473k | 11k | 43.63 |