Southern Company shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 240k | 94.77 |
| 2025-06-30 | $21M | 226k | 91.83 |
| 2025-03-31 | $21M | 225k | 91.95 |
| 2024-12-31 | $18M | 219k | 82.32 |
| 2024-09-30 | $15M | 167k | 90.18 |
| 2024-06-30 | $13M | 161k | 77.57 |
| 2024-03-31 | $6.6M | 92k | 71.74 |
| 2023-12-31 | $5.3M | 75k | 70.12 |
| 2023-09-30 | $5.3M | 82k | 64.72 |
| 2023-06-30 | $5.3M | 76k | 70.25 |
| 2023-03-31 | $4.9M | 71k | 69.58 |
| 2022-12-31 | $4.8M | 67k | 71.41 |
| 2022-09-30 | $4.0M | 58k | 68.00 |
| 2022-06-30 | $2.8M | 41k | 68.97 |
| 2022-03-31 | $2.3M | 32k | 72.63 |
| 2021-12-31 | $2.1M | 31k | 68.78 |
| 2021-09-30 | $2.1M | 33k | 63.05 |
| 2021-06-30 | $2.2M | 33k | 65.54 |
| 2021-03-31 | $1.9M | 29k | 64.06 |
| 2020-12-31 | $1.2M | 19k | 61.30 |
| 2020-09-30 | $998k | 17k | 57.48 |
| 2020-06-30 | $951k | 17k | 55.01 |
| 2020-03-31 | $962k | 18k | 54.16 |
| 2019-12-31 | $1.2M | 17k | 68.86 |
| 2019-09-30 | $1.1M | 18k | 61.79 |
| 2019-06-30 | $904k | 16k | 55.25 |
| 2019-03-31 | $1.6M | 32k | 51.67 |
| 2018-12-31 | $1.4M | 31k | 43.91 |
| 2018-09-30 | $673k | 15k | 43.62 |
| 2018-06-30 | $779k | 17k | 46.32 |
| 2018-03-31 | $689k | 15k | 44.66 |
| 2017-12-31 | $1.7M | 36k | 48.11 |
| 2017-09-30 | $1.3M | 27k | 49.14 |
| 2017-06-30 | $1.4M | 30k | 47.87 |
| 2017-03-31 | $1.5M | 30k | 49.78 |
| 2016-12-31 | $1.5M | 30k | 49.19 |
| 2016-09-30 | $1.5M | 29k | 51.29 |
| 2016-06-30 | $1.6M | 29k | 53.65 |
| 2016-03-31 | $1.1M | 21k | 51.75 |
| 2015-12-31 | $952k | 20k | 46.80 |
| 2015-09-30 | $945k | 21k | 44.69 |
| 2015-06-30 | $707k | 17k | 41.93 |
| 2015-03-31 | $694k | 16k | 44.31 |
| 2014-12-31 | $745k | 15k | 49.14 |
| 2014-09-30 | $610k | 14k | 43.64 |
| 2014-06-30 | $1.5M | 33k | 45.37 |
| 2014-03-31 | $1.4M | 31k | 43.95 |
| 2013-12-31 | $1.1M | 28k | 41.10 |
| 2013-09-30 | $888k | 22k | 41.18 |
| 2013-06-30 | $990k | 22k | 44.15 |
| 2013-03-31 | $1.1M | 23k | 46.91 |
| 2012-12-31 | $1.4M | 34k | 42.80 |
More positions owned by Warren Averett Asset Management
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