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
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by XML Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Southern Company by XML Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 17k | 94.77 |
| 2025-06-30 | $1.5M | 17k | 91.83 |
| 2025-03-31 | $1.5M | 16k | 91.95 |
| 2024-12-31 | $1.3M | 15k | 82.32 |
| 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 |