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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

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All positions including Southern Company held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
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