Southern Company shares owned by Tortoise Capital Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Tortoise Capital Advisors
from 13F filings
Historical chart of Tortoise Capital Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Tortoise Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 39k | 94.77 |
| 2025-06-30 | $3.6M | 39k | 91.83 |
| 2024-09-30 | $11M | 121k | 90.18 |
| 2024-06-30 | $9.4M | 121k | 77.57 |
| 2024-03-31 | $9.8M | 137k | 71.74 |
| 2023-12-31 | $8.1M | 116k | 70.12 |
| 2023-09-30 | $6.8M | 105k | 64.72 |
| 2023-06-30 | $6.3M | 90k | 70.25 |
| 2013-06-30 | $0 | 11 | 0.00 |
| 2012-03-31 | $867k | 19k | 44.92 |
| 2011-12-31 | $264k | 5.7k | 46.32 |
| 2011-09-30 | $157k | 3.7k | 42.43 |
| 2011-06-30 | $60k | 1.5k | 40.27 |