Southern Company shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $438k | 4.6k | 94.77 |
| 2025-06-30 | $339k | 3.7k | 91.82 |
| 2025-03-31 | $272k | 3.0k | 91.94 |
| 2024-12-31 | $272k | 3.3k | 82.33 |
| 2024-09-30 | $273k | 3.0k | 90.19 |
| 2024-06-30 | $201k | 2.6k | 77.58 |
| 2022-03-31 | $383k | 5.3k | 72.58 |
| 2021-12-31 | $2.3M | 34k | 68.58 |
| 2021-09-30 | $1.9M | 31k | 61.96 |
| 2021-06-30 | $1.8M | 29k | 60.50 |
| 2021-03-31 | $1.5M | 25k | 62.17 |
| 2020-12-31 | $1.2M | 19k | 61.43 |
| 2020-09-30 | $848k | 16k | 54.19 |
| 2020-06-30 | $563k | 11k | 51.83 |
| 2020-03-31 | $327k | 6.0k | 54.11 |
| 2019-12-31 | $330k | 5.2k | 63.78 |
More positions owned by Soltis Investment Advisors
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