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Southern Company shares owned by Smith Asset Management Group

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Smith Asset Management Group from 13F filings

Historical chart of Smith Asset Management Group investment in Southern Company

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All positions including Southern Company held by Smith Asset Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Smith Asset Management Group

Quarter filed Position value Share count Share price at filing
2021-06-30 $8.0k 128 62.50
2021-03-31 $8.0k 128 62.50
2020-12-31 $8.0k 128 62.50
2020-09-30 $7.0k 128 54.69
2020-06-30 $7.0k 128 54.69
2020-03-31 $7.0k 128 54.69
2019-12-31 $8.0k 128 62.50
2019-09-30 $8.0k 128 62.50
2019-06-30 $3.0k 59 50.85
2019-03-31 $3.0k 59 50.85
2018-12-31 $3.0k 59 50.85
2018-09-30 $3.0k 59 50.85
2018-06-30 $3.0k 59 50.85
2018-03-31 $3.0k 59 50.85
2017-12-31 $3.0k 59 50.85
2017-09-30 $3.0k 59 50.85
2017-06-30 $3.0k 59 50.85
2017-03-31 $3.0k 59 50.85
2016-12-31 $3.0k 59 50.85
2016-09-30 $3.0k 59 50.85
2016-06-30 $3.0k 59 50.85
2016-03-31 $3.0k 59 50.85
2015-12-31 $3.0k 59 50.85
2015-09-30 $3.0k 59 50.85
2015-06-30 $2.0k 59 33.90
2015-03-31 $3.0k 59 50.85
2014-12-31 $3.0k 59 50.85
2014-09-30 $3.0k 59 50.85
2014-06-30 $6.0k 123 48.78
2014-03-31 $5.0k 123 40.65

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Jpmorgan Chase & Co Common Stock - Long (JPM)
Parker-Hannifin Corp Common Stock - Long (PH)
Target Corp Common Stock - Long (TGT)
Capital One Financial Corp Common Stock - Long (COF)
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Epam Systems Common Stock - Long (EPAM)

View all positions for Smith Asset Management Group

Top funds holding Southern Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
FMR
Capital Research and Management Company - Division 3
Massachusetts Financial Services
Geode Capital Management
T. Rowe Price Associates
GQG Partners
Mizuho Securities USA
Franklin Resources
Northern Trust
Legal & General Group
Ameriprise Financial

View all funds holding Southern Company