Southern Company shares owned by Secure Asset Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Secure Asset Management
from 13F filings
Historical chart of Secure Asset Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Secure Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $902k | 9.5k | 94.80 |
| 2025-06-30 | $878k | 9.6k | 91.83 |
| 2025-03-31 | $898k | 9.8k | 91.95 |
| 2024-12-31 | $813k | 9.9k | 82.32 |
| 2024-09-30 | $847k | 9.4k | 90.18 |
| 2024-06-30 | $817k | 11k | 77.57 |
| 2024-03-31 | $310k | 4.3k | 71.75 |
| 2023-12-31 | $305k | 4.3k | 70.12 |
| 2023-09-30 | $280k | 4.3k | 64.72 |
| 2023-06-30 | $212k | 3.0k | 70.25 |
| 2023-03-31 | $207k | 3.0k | 69.58 |
| 2022-12-31 | $214k | 3.0k | 71.42 |
| 2022-09-30 | $211k | 3.1k | 68.04 |
| 2022-06-30 | $232k | 3.3k | 71.25 |
| 2022-03-31 | $235k | 3.2k | 72.42 |
| 2021-12-31 | $226k | 3.3k | 68.42 |
| 2021-09-30 | $204k | 3.3k | 62.01 |
| 2021-06-30 | $206k | 3.4k | 60.64 |
| 2020-12-31 | $215k | 3.5k | 61.45 |
| 2020-09-30 | $316k | 5.8k | 54.30 |
| 2020-06-30 | $440k | 8.5k | 51.86 |
| 2020-03-31 | $215k | 4.0k | 54.12 |
| 2019-12-31 | $253k | 4.0k | 63.68 |