Southern Company shares owned by Summit Asset Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $516k | 5.7k | 90.18 |
| 2024-06-30 | $442k | 5.7k | 77.57 |
| 2024-03-31 | $408k | 5.7k | 71.73 |
| 2023-12-31 | $397k | 5.7k | 70.12 |
| 2023-09-30 | $366k | 5.7k | 64.72 |
| 2023-06-30 | $396k | 5.6k | 70.25 |
| 2023-03-31 | $492k | 7.1k | 69.58 |
| 2022-12-31 | $503k | 7.0k | 71.41 |
| 2022-09-30 | $410k | 6.0k | 67.98 |
| 2022-06-30 | $429k | 6.0k | 71.31 |
| 2022-03-31 | $435k | 6.0k | 72.48 |
| 2021-12-31 | $407k | 5.9k | 68.61 |
| 2021-09-30 | $367k | 5.9k | 62.04 |
| 2021-06-30 | $321k | 5.3k | 60.51 |
| 2021-03-31 | $274k | 4.4k | 62.27 |
| 2020-12-31 | $269k | 4.4k | 61.35 |
| 2020-09-30 | $237k | 4.4k | 54.22 |
| 2020-06-30 | $210k | 4.1k | 51.79 |
| 2020-03-31 | $219k | 4.0k | 54.21 |
| 2019-12-31 | $256k | 4.0k | 63.57 |
| 2019-09-30 | $260k | 4.2k | 61.85 |
| 2019-06-30 | $232k | 4.2k | 55.38 |
| 2019-03-31 | $216k | 4.2k | 51.76 |
| 2018-12-31 | $393k | 8.9k | 43.92 |
| 2018-09-30 | $387k | 8.9k | 43.64 |
| 2018-06-30 | $357k | 7.7k | 46.35 |
| 2018-03-31 | $344k | 7.7k | 44.66 |
| 2017-12-31 | $366k | 7.6k | 48.11 |
| 2017-09-30 | $374k | 7.6k | 49.17 |
| 2017-06-30 | $308k | 6.4k | 47.89 |
| 2017-03-31 | $320k | 6.4k | 49.75 |
| 2016-12-31 | $316k | 6.4k | 49.13 |
| 2016-09-30 | $330k | 6.4k | 51.31 |
| 2016-06-30 | $345k | 6.4k | 53.64 |
| 2016-03-31 | $387k | 7.5k | 51.72 |
| 2015-12-31 | $327k | 7.0k | 46.83 |
| 2015-09-30 | $312k | 7.0k | 44.69 |
| 2015-06-30 | $293k | 7.0k | 41.97 |
| 2015-03-31 | $323k | 7.3k | 44.34 |