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Southern Company shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Southern Company (SO) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Southern Company

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All positions including Southern Company held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.8M 126k 70.12
2023-09-30 $22M 335k 64.72
2023-06-30 $24M 340k 70.25
2023-03-31 $25M 354k 69.58
2022-12-31 $25M 356k 71.41
2022-09-30 $25M 361k 68.00
2022-06-30 $26M 367k 71.31
2022-03-31 $27M 367k 72.51
2021-12-31 $25M 364k 68.58
2021-09-30 $22M 362k 61.97
2021-06-30 $22M 368k 60.51
2021-03-31 $23M 369k 62.16
2020-12-31 $23M 366k 61.43
2020-09-30 $20M 366k 54.22
2020-06-30 $19M 370k 51.85
2020-03-31 $21M 386k 54.14
2019-12-31 $25M 393k 63.70
2019-09-30 $23M 376k 61.77
2019-06-30 $21M 380k 55.28
2019-03-31 $19M 362k 51.68
2018-12-31 $16M 368k 43.92
2018-09-30 $16M 359k 43.60
2018-06-30 $16M 349k 46.31
2018-03-31 $16M 351k 44.66
2017-12-31 $16M 336k 48.28
2017-09-30 $16M 329k 49.14
2017-06-30 $16M 339k 47.88
2017-03-31 $17M 334k 49.78
2016-12-31 $17M 339k 49.19
2016-09-30 $17M 337k 51.30
2016-06-30 $17M 323k 54.00
2016-03-31 $17M 332k 51.73
2015-12-31 $15M 330k 46.79
2015-09-30 $15M 339k 44.70
2015-06-30 $14M 344k 41.90
2015-03-31 $15M 336k 44.30
2014-12-31 $5.7M 116k 49.11
2014-09-30 $5.1M 116k 43.65
2014-06-30 $5.4M 118k 45.38
2014-03-31 $5.2M 119k 43.94
2013-12-31 $1.6M 38k 41.10
2013-09-30 $3.3M 79k 41.18
2013-06-30 $3.7M 84k 44.13
2013-03-31 $3.6M 76k 46.92
2012-12-31 $2.9M 68k 42.81
2012-09-30 $2.1M 46k 46.09
2012-06-30 $1.2M 26k 46.28
2011-12-31 $1.3M 27k 46.31
2011-09-30 $671k 16k 42.40
2011-03-31 $981k 26k 38.09
2010-12-31 $507k 13k 38.23

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Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding Southern Company

Vanguard Group
T. Rowe Price Associates
Massachusetts Financial Services
Jpmorgan Chase & Co
Franklin Resources
Legal & General Group
Norges Bank Investment Management
Bank of New York Mellon
Bank of America Corporation
CalPERS
Federated Investors
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
Mitsubishi UFJ Trust & Banking Corp

View all funds holding Southern Company