Southern Company shares owned by Values First Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Values First Advisors
from 13F filings
Historical chart of Values First Advisors investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Values First Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Values First Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $707k | 7.5k | 94.78 |
| 2025-06-30 | $682k | 7.4k | 91.83 |
| 2025-03-31 | $622k | 6.8k | 91.85 |
| 2024-12-31 | $547k | 6.6k | 82.32 |
| 2024-09-30 | $326k | 3.6k | 90.19 |
| 2024-06-30 | $316k | 4.1k | 77.57 |
| 2024-03-31 | $244k | 3.4k | 71.74 |