Southern Company shares owned by Stonegate Investment Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Stonegate Investment Group
from 13F filings
Historical chart of Stonegate Investment Group investment in Southern Company
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Quarterly reported holdings in Southern Company by Stonegate Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $85M | 893k | 94.77 |
| 2025-06-30 | $82M | 891k | 91.83 |
| 2025-03-31 | $81M | 880k | 91.95 |
| 2024-12-31 | $75M | 916k | 82.32 |
| 2024-09-30 | $82M | 907k | 90.18 |
| 2024-06-30 | $73M | 939k | 77.57 |
| 2024-03-31 | $71M | 993k | 71.74 |
| 2023-12-31 | $69M | 988k | 70.12 |
| 2023-09-30 | $64M | 985k | 64.72 |
| 2023-06-30 | $71M | 1.0M | 70.25 |
| 2023-03-31 | $72M | 1.0M | 69.58 |
| 2022-12-31 | $54M | 759k | 71.41 |
| 2022-09-30 | $52M | 758k | 68.00 |
| 2022-06-30 | $54M | 754k | 71.31 |
| 2022-03-31 | $48M | 656k | 72.51 |
| 2021-12-31 | $45M | 661k | 68.58 |
More positions owned by Stonegate Investment Group
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