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Southern Company shares owned by Y-Intercept

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

Historical chart of Y-Intercept investment in Southern Company

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All positions including Southern Company held by Y-Intercept consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Y-Intercept

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 51k 94.77
2024-12-31 $1.5M 18k 82.32
2024-09-30 $708k 7.8k 90.18
2024-06-30 $206k 2.7k 77.57
2023-09-30 $2.2M 34k 64.72
2023-06-30 $744k 11k 70.25
2022-09-30 $3.8M 56k 68.00
2022-06-30 $558k 7.8k 71.29
2021-09-30 $1.6M 26k 61.98
2021-06-30 $791k 13k 60.48
2021-03-31 $2.3M 37k 61.54
2020-12-31 $331k 5.5k 60.58