Southern Company shares owned by Successful Portfolios
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Successful Portfolios
from 13F filings
Historical chart of Successful Portfolios investment in Southern Company
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Quarterly reported holdings in Southern Company by Successful Portfolios
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $800k | 9.2k | 87.01 |
| 2025-09-30 | $779k | 8.2k | 94.77 |
| 2025-06-30 | $764k | 8.3k | 91.83 |
| 2025-03-31 | $765k | 8.3k | 91.95 |
| 2024-12-31 | $684k | 8.3k | 82.32 |
| 2024-09-30 | $750k | 8.3k | 90.18 |
| 2024-06-30 | $646k | 8.3k | 77.57 |
| 2024-03-31 | $636k | 8.9k | 71.74 |
| 2023-12-31 | $666k | 9.5k | 70.12 |
| 2023-09-30 | $575k | 8.9k | 64.72 |
| 2023-06-30 | $624k | 8.9k | 70.25 |
| 2023-03-31 | $626k | 9.0k | 69.58 |
| 2022-12-31 | $738k | 10k | 71.45 |
| 2022-09-30 | $707k | 10k | 67.97 |
| 2022-06-30 | $743k | 10k | 71.31 |
| 2022-03-31 | $756k | 10k | 72.52 |
| 2021-12-31 | $710k | 10k | 68.61 |
| 2021-09-30 | $641k | 10k | 61.94 |
| 2021-06-30 | $626k | 10k | 60.49 |
| 2021-03-31 | $640k | 10k | 62.14 |
| 2020-12-31 | $580k | 9.4k | 61.45 |
| 2020-09-30 | $514k | 9.5k | 54.21 |
| 2020-06-30 | $492k | 9.5k | 51.81 |
| 2020-03-31 | $513k | 9.5k | 54.10 |
| 2019-12-31 | $625k | 9.8k | 63.74 |
| 2019-09-30 | $607k | 9.8k | 61.75 |
| 2019-06-30 | $464k | 8.4k | 55.22 |
| 2019-03-31 | $436k | 8.4k | 51.68 |
| 2018-12-31 | $373k | 8.5k | 43.91 |
| 2018-09-30 | $381k | 8.7k | 43.63 |
| 2018-06-30 | $435k | 9.4k | 46.30 |
| 2018-03-31 | $422k | 9.5k | 44.64 |
| 2017-12-31 | $466k | 9.7k | 48.10 |