Southern Company shares owned by ValMark Advisers
Quarter-by-quarter ownership of Southern Company (SO) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Southern Company
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Quarterly reported holdings in Southern Company by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 15k | 94.77 |
| 2025-06-30 | $1.3M | 15k | 91.83 |
| 2025-03-31 | $1.2M | 13k | 91.95 |
| 2024-12-31 | $939k | 11k | 82.32 |
| 2024-09-30 | $1.1M | 12k | 90.18 |
| 2024-06-30 | $876k | 11k | 77.57 |
| 2024-03-31 | $815k | 11k | 71.74 |
| 2023-12-31 | $793k | 11k | 70.12 |
| 2023-09-30 | $809k | 13k | 64.72 |
| 2023-06-30 | $876k | 13k | 70.25 |
| 2023-03-31 | $920k | 13k | 69.58 |
| 2022-12-31 | $751k | 11k | 71.41 |
| 2022-09-30 | $724k | 11k | 68.04 |
| 2022-06-30 | $768k | 11k | 71.29 |
| 2022-03-31 | $784k | 11k | 72.47 |
| 2021-12-31 | $673k | 9.8k | 68.58 |
| 2021-09-30 | $551k | 8.9k | 62.01 |
| 2021-06-30 | $616k | 10k | 60.52 |
| 2021-03-31 | $465k | 7.5k | 62.22 |
| 2020-12-31 | $334k | 5.4k | 61.41 |
| 2020-09-30 | $364k | 6.7k | 54.16 |
| 2020-06-30 | $362k | 7.0k | 51.89 |
| 2020-03-31 | $243k | 4.5k | 54.20 |
| 2019-12-31 | $297k | 4.7k | 63.68 |
| 2019-09-30 | $282k | 4.6k | 61.71 |
| 2019-06-30 | $223k | 4.0k | 55.17 |