Southern Company shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $419k | 4.4k | 94.77 |
| 2025-06-30 | $519k | 5.7k | 91.83 |
| 2025-03-31 | $408k | 4.4k | 91.95 |
| 2024-12-31 | $360k | 4.4k | 82.32 |
| 2024-09-30 | $395k | 4.4k | 90.18 |
| 2024-06-30 | $340k | 4.4k | 77.57 |
| 2024-03-31 | $322k | 4.5k | 71.74 |
| 2023-12-31 | $330k | 4.7k | 70.12 |
| 2023-09-30 | $305k | 4.7k | 64.72 |
| 2023-06-30 | $339k | 4.8k | 70.25 |
| 2023-03-31 | $335k | 4.8k | 69.58 |
| 2022-12-31 | $344k | 4.8k | 71.41 |
| 2022-09-30 | $330k | 4.8k | 68.07 |
| 2022-06-30 | $384k | 5.4k | 71.35 |
| 2022-03-31 | $383k | 5.3k | 72.61 |
| 2021-12-31 | $322k | 4.7k | 68.50 |
| 2021-09-30 | $318k | 5.1k | 62.00 |
| 2021-06-30 | $258k | 4.3k | 60.58 |
| 2021-03-31 | $263k | 4.2k | 62.13 |
| 2020-12-31 | $259k | 4.2k | 61.53 |
| 2020-09-30 | $249k | 4.6k | 54.22 |
| 2020-06-30 | $232k | 4.5k | 51.86 |
| 2020-03-31 | $329k | 6.1k | 54.11 |
| 2019-12-31 | $310k | 4.9k | 63.79 |
| 2019-09-30 | $337k | 5.5k | 61.76 |
| 2019-06-30 | $269k | 4.9k | 55.36 |
| 2019-03-31 | $251k | 4.9k | 51.66 |
| 2018-12-31 | $214k | 4.9k | 43.96 |
| 2018-09-30 | $237k | 5.4k | 43.67 |
| 2018-06-30 | $251k | 5.4k | 46.25 |
| 2018-03-31 | $250k | 5.6k | 44.65 |
| 2017-12-31 | $231k | 4.8k | 48.10 |
| 2017-09-30 | $236k | 4.8k | 49.15 |
| 2017-06-30 | $250k | 5.2k | 47.98 |
| 2017-03-31 | $236k | 4.7k | 49.74 |
| 2016-12-31 | $234k | 4.8k | 49.16 |
| 2016-09-30 | $222k | 4.3k | 51.33 |
| 2016-06-30 | $247k | 4.6k | 53.61 |
| 2016-03-31 | $252k | 4.9k | 51.66 |
| 2015-12-31 | $180k | 3.9k | 46.72 |
| 2015-09-30 | $172k | 3.9k | 44.64 |
| 2015-06-30 | $149k | 3.6k | 41.94 |
| 2015-03-31 | $39k | 885 | 44.07 |
| 2014-12-31 | $43k | 885 | 48.59 |
| 2014-09-30 | $50k | 1.1k | 44.01 |
| 2014-06-30 | $52k | 1.1k | 45.77 |
| 2014-03-31 | $50k | 1.1k | 44.01 |
| 2013-12-31 | $47k | 1.1k | 41.12 |
| 2013-09-30 | $47k | 1.1k | 41.12 |
| 2013-06-30 | $50k | 1.1k | 43.74 |
| 2013-03-31 | $55k | 1.2k | 47.13 |
| 2012-12-31 | $50k | 1.2k | 42.84 |