Southern Company shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 20k | 94.77 |
| 2025-06-30 | $1.8M | 20k | 91.83 |
| 2025-03-31 | $1.6M | 18k | 91.95 |
| 2024-12-31 | $1.4M | 17k | 82.32 |
| 2024-09-30 | $1.5M | 16k | 90.18 |
| 2024-06-30 | $1.2M | 16k | 77.57 |
| 2024-03-31 | $1.1M | 15k | 73.91 |
| 2023-12-31 | $1.0M | 15k | 70.12 |
| 2023-09-30 | $805k | 12k | 64.72 |
| 2023-06-30 | $980k | 14k | 70.25 |
| 2023-03-31 | $772k | 11k | 69.58 |
| 2022-12-31 | $773k | 11k | 71.41 |
| 2022-09-30 | $648k | 9.5k | 68.05 |
| 2022-06-30 | $677k | 9.5k | 71.30 |
| 2022-03-31 | $702k | 9.7k | 72.54 |
| 2021-12-31 | $459k | 6.7k | 68.65 |
| 2021-09-30 | $523k | 8.4k | 61.92 |
| 2021-06-30 | $509k | 8.4k | 60.52 |
| 2021-03-31 | $466k | 7.5k | 62.17 |
| 2020-12-31 | $485k | 7.9k | 61.38 |
| 2020-09-30 | $427k | 7.9k | 54.22 |
| 2020-06-30 | $426k | 8.2k | 51.86 |
| 2020-03-31 | $465k | 7.7k | 60.30 |
| 2019-12-31 | $545k | 8.6k | 63.67 |
| 2019-09-30 | $583k | 9.4k | 61.77 |
| 2019-06-30 | $628k | 11k | 55.29 |
| 2019-03-31 | $823k | 16k | 51.70 |
| 2018-12-31 | $661k | 15k | 43.95 |
| 2018-09-30 | $657k | 15k | 45.02 |
| 2018-06-30 | $667k | 14k | 46.37 |
| 2018-03-31 | $493k | 11k | 44.62 |
| 2017-12-31 | $382k | 7.9k | 48.15 |
| 2017-09-30 | $423k | 8.6k | 49.17 |