Southern Company shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Southern Company
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Quarterly reported holdings in Southern Company by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 176k | 94.77 |
| 2025-06-30 | $16M | 169k | 91.83 |
| 2025-03-31 | $15M | 158k | 91.95 |
| 2024-12-31 | $13M | 159k | 82.32 |
| 2024-09-30 | $13M | 148k | 90.18 |
| 2024-06-30 | $6.6M | 86k | 77.57 |
| 2024-03-31 | $6.0M | 84k | 71.74 |
| 2023-12-31 | $5.2M | 74k | 70.12 |
| 2023-09-30 | $3.3M | 52k | 64.72 |
| 2023-06-30 | $4.0M | 56k | 70.25 |
| 2023-03-31 | $4.1M | 59k | 69.58 |
| 2022-12-31 | $4.2M | 59k | 71.41 |
| 2022-09-30 | $4.4M | 65k | 68.00 |
| 2022-06-30 | $4.1M | 58k | 71.30 |
| 2022-03-31 | $4.3M | 60k | 72.51 |
| 2021-12-31 | $4.1M | 59k | 68.58 |
| 2021-09-30 | $3.7M | 60k | 61.97 |
| 2021-03-31 | $4.7M | 75k | 62.16 |
| 2020-09-30 | $2.8M | 51k | 54.22 |
| 2020-06-30 | $2.5M | 49k | 51.85 |
| 2020-03-31 | $2.2M | 41k | 54.13 |
| 2019-12-31 | $3.0M | 47k | 63.69 |
| 2019-09-30 | $2.9M | 47k | 61.76 |
| 2019-06-30 | $2.2M | 40k | 55.26 |
| 2019-03-31 | $2.0M | 38k | 51.66 |
| 2018-12-31 | $1.6M | 37k | 43.92 |
| 2018-09-30 | $1.5M | 35k | 43.59 |
| 2018-06-30 | $1.7M | 36k | 46.32 |
| 2018-03-31 | $1.3M | 30k | 44.64 |
| 2017-12-31 | $2.0M | 43k | 48.07 |
| 2017-09-30 | $2.1M | 43k | 49.14 |
| 2017-06-30 | $2.0M | 42k | 47.88 |
| 2017-03-31 | $1.7M | 35k | 49.76 |
| 2016-12-31 | $967k | 20k | 49.14 |
More positions owned by Steward Partners Investment Advisory
View all positions for Steward Partners Investment Advisory