Southern Company shares owned by Stokes Capital Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Stokes Capital Advisors
from 13F filings
Historical chart of Stokes Capital Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Stokes Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $644k | 6.8k | 94.77 |
| 2025-06-30 | $624k | 6.8k | 91.83 |
| 2025-03-31 | $625k | 6.8k | 91.95 |
| 2024-12-31 | $559k | 6.8k | 82.32 |
| 2024-09-30 | $613k | 6.8k | 90.18 |
| 2024-06-30 | $527k | 6.8k | 77.57 |
| 2024-03-31 | $487k | 6.8k | 71.74 |
| 2023-12-31 | $485k | 6.9k | 70.12 |
| 2023-09-30 | $443k | 6.8k | 64.72 |
| 2023-06-30 | $481k | 6.8k | 70.25 |
| 2023-03-31 | $477k | 6.8k | 69.58 |
| 2022-12-31 | $489k | 6.8k | 71.41 |
| 2020-06-30 | $348k | 6.7k | 51.86 |
| 2020-03-31 | $363k | 6.7k | 54.10 |
| 2019-12-31 | $427k | 6.7k | 63.64 |
| 2019-09-30 | $430k | 7.0k | 61.78 |
| 2019-06-30 | $385k | 7.0k | 55.32 |
| 2019-03-31 | $360k | 7.0k | 51.72 |
| 2018-12-31 | $317k | 7.2k | 43.97 |
| 2018-09-30 | $314k | 7.2k | 43.55 |
| 2018-06-30 | $335k | 7.2k | 46.30 |
| 2018-03-31 | $359k | 8.0k | 44.68 |
| 2017-12-31 | $329k | 6.8k | 48.07 |