Southern Company shares owned by Sargent Investment Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Sargent Investment Group
from 13F filings
Historical chart of Sargent Investment Group investment in Southern Company
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All positions including Southern Company held by Sargent Investment Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Sargent Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 27k | 94.77 |
| 2025-06-30 | $2.6M | 27k | 94.68 |
| 2025-03-31 | $425k | 4.6k | 91.95 |
| 2024-12-31 | $378k | 4.6k | 81.87 |
| 2024-09-30 | $223k | 2.5k | 90.18 |
| 2023-12-31 | $282k | 4.0k | 70.12 |
| 2023-09-30 | $252k | 3.9k | 64.72 |
| 2023-06-30 | $209k | 3.0k | 70.25 |