Southern Company shares owned by Schechter Investment Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Schechter Investment Advisors
from 13F filings
Historical chart of Schechter Investment Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Schechter Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $1.8M | 19k | 91.97 |
| 2024-12-31 | $1.8M | 22k | 82.31 |
| 2024-09-30 | $2.1M | 23k | 90.17 |
| 2024-06-30 | $1.8M | 23k | 77.59 |
| 2024-03-31 | $908k | 13k | 71.72 |
| 2023-12-31 | $848k | 12k | 70.20 |
| 2023-09-30 | $756k | 12k | 64.73 |
| 2023-06-30 | $733k | 10k | 70.27 |
| 2023-03-31 | $583k | 8.4k | 69.58 |
| 2022-12-31 | $556k | 7.8k | 71.41 |
| 2022-09-30 | $437k | 7.4k | 58.82 |
| 2022-06-30 | $409k | 6.9k | 58.82 |
| 2022-03-31 | $338k | 5.8k | 58.82 |
| 2021-12-31 | $302k | 5.1k | 58.82 |
More positions owned by Schechter Investment Advisors
View all positions for Schechter Investment Advisors