Southern Company shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates investment in Southern Company
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Quarterly reported holdings in Southern Company by Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $812k | 8.6k | 94.77 |
| 2025-06-30 | $766k | 8.3k | 91.83 |
| 2025-03-31 | $792k | 8.6k | 91.95 |
| 2024-12-31 | $742k | 9.0k | 82.32 |
| 2024-09-30 | $831k | 9.2k | 90.18 |
| 2024-06-30 | $473k | 6.1k | 77.57 |
| 2024-03-31 | $874k | 12k | 71.74 |
| 2023-12-31 | $221k | 3.2k | 70.12 |
| 2023-09-30 | $257k | 4.0k | 64.73 |
| 2017-12-31 | $231k | 4.8k | 47.69 |
| 2017-09-30 | $240k | 4.9k | 49.18 |
| 2017-06-30 | $2.2M | 46k | 47.88 |
| 2017-03-31 | $2.3M | 46k | 49.76 |
| 2016-12-31 | $2.3M | 46k | 49.19 |
| 2016-09-30 | $2.3M | 44k | 51.30 |
| 2016-06-30 | $2.1M | 39k | 53.63 |
| 2016-03-31 | $1.8M | 35k | 51.74 |
| 2015-12-31 | $1.7M | 36k | 46.76 |
| 2015-09-30 | $1.6M | 35k | 44.71 |
| 2015-06-30 | $428k | 10k | 42.04 |
| 2015-03-31 | $450k | 10k | 44.51 |
| 2014-12-31 | $496k | 10k | 49.19 |
| 2014-09-30 | $508k | 12k | 43.89 |
| 2014-06-30 | $567k | 13k | 45.26 |
More positions owned by Smith, Salley & Associates
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