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Southern Company shares owned by United Advisor Group

Quarter-by-quarter ownership of Southern Company (SO) shares owned by United Advisor Group from 13F filings

Historical chart of United Advisor Group investment in Southern Company

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All positions including Southern Company held by United Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $953k 10k 94.77
2025-06-30 $393k 4.3k 91.83
2025-03-31 $393k 4.3k 91.95
2024-12-31 $468k 5.7k 82.31
2024-09-30 $315k 3.5k 90.18
2024-06-30 $217k 2.8k 77.57