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Southern Company shares owned by XML Financial

Quarter-by-quarter ownership of Southern Company (SO) shares owned by XML Financial from 13F filings

Historical chart of XML Financial investment in Southern Company

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All positions including Southern Company held by XML Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by XML Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 14k 90.18
2024-06-30 $1.0M 13k 77.57
2024-03-31 $986k 14k 71.74
2023-09-30 $613k 9.5k 64.72
2023-06-30 $607k 8.6k 70.25
2023-03-31 $592k 8.5k 69.58
2022-12-31 $480k 6.7k 71.41
2022-09-30 $385k 5.7k 67.96
2022-03-31 $428k 5.9k 72.49
2021-12-31 $391k 5.7k 68.61
2021-09-30 $312k 5.0k 62.05