Southern Company shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $464k | 4.9k | 94.78 |
| 2025-06-30 | $516k | 5.6k | 91.83 |
| 2025-03-31 | $800k | 8.7k | 91.96 |
| 2024-12-31 | $738k | 9.0k | 82.32 |
| 2024-09-30 | $542k | 6.0k | 90.18 |
| 2024-03-31 | $276k | 3.8k | 71.74 |
| 2023-12-31 | $271k | 3.9k | 70.12 |
| 2023-09-30 | $298k | 4.6k | 64.72 |
| 2023-06-30 | $323k | 4.6k | 70.25 |
| 2023-03-31 | $332k | 4.8k | 69.58 |
| 2022-12-31 | $273k | 3.8k | 71.42 |
| 2022-09-30 | $255k | 3.8k | 67.75 |
| 2022-06-30 | $268k | 3.8k | 71.20 |
| 2022-03-31 | $272k | 3.8k | 72.26 |
| 2021-12-31 | $251k | 3.7k | 68.32 |
| 2021-09-30 | $224k | 3.6k | 61.84 |
| 2021-06-30 | $222k | 3.7k | 60.46 |
| 2021-03-31 | $227k | 3.7k | 61.92 |
| 2020-12-31 | $222k | 3.6k | 61.29 |
| 2020-09-30 | $203k | 3.8k | 54.03 |
More positions owned by Robertson Stephens Wealth Management
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