Southern Company shares owned by SageView Advisory Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in Southern Company
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Quarterly reported holdings in Southern Company by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.7M | 20k | 87.20 |
| 2025-09-30 | $1.9M | 21k | 94.77 |
| 2025-06-30 | $427k | 4.5k | 94.29 |
| 2025-03-31 | $385k | 4.2k | 91.95 |
| 2024-12-31 | $338k | 4.1k | 82.33 |
| 2024-09-30 | $251k | 2.8k | 90.18 |
| 2024-06-30 | $590k | 7.6k | 77.57 |
| 2023-12-31 | $585k | 8.4k | 69.25 |
| 2023-06-30 | $212k | 3.0k | 70.26 |
| 2022-12-31 | $254k | 3.6k | 71.40 |