Southern Company shares owned by Zhang Financial
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial investment in Southern Company
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Quarterly reported holdings in Southern Company by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $303k | 3.2k | 94.76 |
| 2025-06-30 | $293k | 3.2k | 91.84 |
| 2025-03-31 | $294k | 3.2k | 91.95 |
| 2024-12-31 | $286k | 3.5k | 82.31 |
| 2024-09-30 | $368k | 4.1k | 90.19 |
| 2024-06-30 | $384k | 4.9k | 77.56 |
| 2024-03-31 | $358k | 5.0k | 71.74 |
| 2023-12-31 | $347k | 4.9k | 70.12 |
| 2023-09-30 | $346k | 5.3k | 64.72 |
| 2023-06-30 | $376k | 5.3k | 70.25 |
| 2023-03-31 | $371k | 5.3k | 69.58 |
| 2022-12-31 | $384k | 5.4k | 71.41 |
| 2022-09-30 | $382k | 5.6k | 68.06 |
| 2022-06-30 | $294k | 4.1k | 71.31 |
| 2022-03-31 | $245k | 3.4k | 72.42 |