Southern Company shares owned by Sigma Planning
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in Southern Company
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All positions including Southern Company held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 43k | 94.77 |
| 2025-06-30 | $4.4M | 48k | 91.83 |
| 2025-03-31 | $4.9M | 53k | 91.95 |
| 2024-12-31 | $4.6M | 56k | 82.32 |
| 2024-09-30 | $5.3M | 59k | 90.18 |
| 2024-06-30 | $5.0M | 64k | 77.57 |
| 2024-03-31 | $4.7M | 66k | 71.74 |
| 2023-12-31 | $2.1M | 30k | 70.12 |
| 2023-09-30 | $4.1M | 64k | 64.72 |
| 2023-06-30 | $4.4M | 63k | 70.25 |
| 2023-03-31 | $4.9M | 70k | 69.58 |
| 2022-12-31 | $5.0M | 70k | 71.41 |
| 2022-09-30 | $4.8M | 71k | 68.00 |
| 2022-06-30 | $5.2M | 73k | 71.31 |
| 2022-03-31 | $5.2M | 72k | 72.51 |
| 2021-12-31 | $5.0M | 72k | 68.59 |
| 2021-09-30 | $4.5M | 72k | 61.96 |
| 2021-06-30 | $4.5M | 75k | 60.51 |
| 2021-03-31 | $4.3M | 70k | 62.15 |
| 2020-12-31 | $4.1M | 67k | 61.43 |
| 2020-09-30 | $3.7M | 68k | 54.23 |
| 2020-06-30 | $3.5M | 67k | 51.85 |
| 2020-03-31 | $3.3M | 62k | 54.15 |
| 2019-12-31 | $4.0M | 63k | 63.70 |
| 2019-09-30 | $4.5M | 72k | 61.77 |
| 2019-06-30 | $4.0M | 72k | 55.28 |
| 2019-03-31 | $3.5M | 69k | 51.68 |
| 2018-12-31 | $2.6M | 59k | 43.92 |
| 2018-09-30 | $2.1M | 48k | 43.60 |
| 2018-06-30 | $2.2M | 47k | 46.32 |
| 2018-03-31 | $1.8M | 41k | 44.67 |
| 2017-12-31 | $2.6M | 53k | 48.09 |
| 2017-09-30 | $2.9M | 59k | 49.14 |
| 2017-06-30 | $2.6M | 54k | 47.88 |
| 2017-03-31 | $2.6M | 52k | 49.78 |
| 2016-12-31 | $2.4M | 49k | 49.18 |
| 2016-09-30 | $2.0M | 39k | 51.30 |
| 2016-06-30 | $1.8M | 34k | 53.62 |
| 2016-03-31 | $1.7M | 34k | 51.72 |
| 2015-12-31 | $1.5M | 31k | 46.78 |
| 2015-09-30 | $1.2M | 26k | 44.71 |
| 2015-06-30 | $1.1M | 26k | 41.89 |
| 2015-03-31 | $1.3M | 29k | 44.29 |
| 2014-12-31 | $1.6M | 32k | 49.12 |