Southern Company shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.6M | 51k | 70.12 |
| 2023-09-30 | $3.1M | 47k | 64.72 |
| 2023-06-30 | $2.6M | 37k | 70.25 |
| 2023-03-31 | $2.5M | 36k | 69.58 |
| 2022-12-31 | $2.4M | 34k | 71.41 |
| 2022-09-30 | $1.2M | 18k | 67.96 |
| 2022-06-30 | $1.3M | 19k | 71.22 |
| 2022-03-31 | $1.3M | 19k | 72.45 |
| 2021-12-31 | $960k | 14k | 68.59 |
| 2021-09-30 | $891k | 14k | 62.00 |
| 2021-06-30 | $891k | 15k | 60.52 |
| 2021-03-31 | $916k | 15k | 62.16 |
| 2020-12-31 | $950k | 16k | 61.43 |
| 2020-09-30 | $774k | 16k | 47.62 |
| 2020-06-30 | $887k | 17k | 51.87 |
| 2020-03-31 | $932k | 17k | 54.12 |
| 2019-12-31 | $1.1M | 18k | 63.70 |
| 2019-09-30 | $1.1M | 18k | 61.78 |
| 2019-06-30 | $998k | 18k | 55.25 |
| 2019-03-31 | $959k | 19k | 51.66 |
| 2018-12-31 | $815k | 19k | 43.90 |
| 2018-09-30 | $825k | 19k | 43.60 |
| 2018-06-30 | $897k | 20k | 45.54 |
| 2018-03-31 | $926k | 21k | 43.56 |
| 2017-12-31 | $1.6M | 22k | 72.50 |
| 2017-09-30 | $1.1M | 22k | 48.23 |
| 2017-06-30 | $918k | 23k | 40.82 |
| 2017-03-31 | $933k | 23k | 40.82 |
| 2016-12-31 | $1.2M | 23k | 49.19 |
| 2016-09-30 | $1.2M | 23k | 51.29 |
| 2016-06-30 | $998k | 19k | 53.62 |
| 2016-03-31 | $883k | 17k | 51.75 |
| 2015-12-31 | $798k | 17k | 46.81 |
| 2015-09-30 | $762k | 17k | 44.69 |
| 2015-06-30 | $715k | 17k | 41.93 |
| 2015-03-31 | $858k | 19k | 44.17 |
| 2014-12-31 | $954k | 19k | 49.10 |
| 2014-09-30 | $717k | 16k | 43.63 |
| 2014-06-30 | $790k | 17k | 45.37 |
| 2014-03-31 | $776k | 18k | 43.96 |
| 2013-12-31 | $761k | 19k | 41.12 |
| 2013-09-30 | $2.6M | 64k | 41.18 |
| 2013-06-30 | $2.0M | 45k | 44.13 |
More positions owned by Summit Investment Advisors
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