Southern Company shares owned by Strategic Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Strategic Advisors
from 13F filings
Historical chart of Strategic Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Strategic Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $271k | 2.9k | 91.94 |
| 2024-12-31 | $372k | 4.5k | 82.31 |
| 2024-09-30 | $330k | 3.7k | 90.17 |
| 2024-06-30 | $284k | 3.7k | 77.56 |
| 2024-03-31 | $263k | 3.7k | 71.73 |
| 2023-12-31 | $257k | 3.7k | 70.11 |
| 2023-09-30 | $237k | 3.7k | 64.73 |
| 2023-06-30 | $264k | 3.8k | 70.26 |
| 2023-03-31 | $261k | 3.8k | 69.57 |
| 2022-12-31 | $268k | 3.8k | 71.40 |
| 2022-09-30 | $240k | 3.5k | 67.93 |
| 2022-06-30 | $251k | 3.5k | 71.06 |
| 2022-03-31 | $291k | 4.0k | 72.32 |
| 2021-12-31 | $275k | 4.0k | 68.36 |
| 2021-09-30 | $249k | 4.0k | 61.91 |
| 2021-06-30 | $256k | 4.2k | 60.48 |
| 2021-03-31 | $263k | 4.2k | 62.13 |
| 2020-12-31 | $418k | 6.8k | 61.12 |
| 2020-09-30 | $438k | 7.7k | 57.14 |
| 2020-06-30 | $352k | 6.3k | 55.78 |
| 2020-03-31 | $307k | 5.3k | 58.14 |
| 2019-12-31 | $377k | 5.9k | 63.75 |
| 2019-09-30 | $370k | 6.0k | 61.70 |
| 2019-06-30 | $323k | 5.8k | 55.27 |
| 2019-03-31 | $300k | 5.8k | 51.66 |
| 2018-12-31 | $251k | 5.7k | 43.91 |
| 2018-09-30 | $250k | 5.7k | 43.65 |
| 2018-06-30 | $263k | 5.7k | 46.30 |
| 2018-03-31 | $272k | 6.1k | 44.73 |
| 2017-12-31 | $344k | 7.2k | 48.11 |
| 2017-09-30 | $339k | 6.9k | 49.19 |
| 2017-06-30 | $328k | 6.8k | 47.94 |
| 2017-03-31 | $338k | 6.8k | 49.74 |
| 2016-12-31 | $390k | 7.9k | 49.19 |
| 2016-09-30 | $383k | 7.5k | 51.32 |
| 2016-06-30 | $425k | 7.9k | 53.59 |
| 2016-03-31 | $407k | 7.9k | 51.70 |
| 2015-12-31 | $244k | 5.2k | 46.79 |
| 2015-03-31 | $1.2M | 27k | 45.38 |
| 2014-12-31 | $1.8M | 37k | 49.11 |
| 2014-09-30 | $1.2M | 27k | 43.66 |
| 2014-06-30 | $1.2M | 27k | 45.38 |
| 2014-03-31 | $1.2M | 27k | 43.94 |
| 2013-12-31 | $1.1M | 27k | 41.12 |
| 2013-09-30 | $1.1M | 26k | 41.18 |
| 2013-06-30 | $725k | 17k | 43.81 |
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