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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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All positions including Southern Company held by Tortoise Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Tortoise Capital Advisors

Quarter filed Position value Share count Share price at filing
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