Southern Company shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $37M | 532k | 70.12 |
| 2023-09-30 | $33M | 503k | 64.72 |
| 2023-06-30 | $34M | 192k | 177.40 |
| 2023-03-31 | $1.0M | 6.7k | 154.29 |
| 2022-12-31 | $30M | 416k | 71.41 |
| 2022-06-30 | $876k | 12k | 71.34 |
| 2022-03-31 | $1.1M | 15k | 72.52 |
| 2021-12-31 | $1.1M | 15k | 68.60 |
| 2021-09-30 | $952k | 7.3k | 130.63 |
| 2021-06-30 | $1.1M | 19k | 60.53 |
| 2021-03-31 | $1.1M | 18k | 62.16 |
| 2020-12-31 | $1.0M | 17k | 61.43 |
| 2020-09-30 | $956k | 18k | 54.19 |
| 2020-06-30 | $1.0M | 19k | 51.84 |
| 2020-03-31 | $1.2M | 22k | 54.14 |
| 2019-12-31 | $1.2M | 19k | 63.72 |
| 2019-09-30 | $1.3M | 21k | 61.77 |
| 2019-06-30 | $961k | 17k | 55.28 |
| 2019-03-31 | $878k | 17k | 51.67 |
| 2018-12-31 | $654k | 15k | 43.90 |
| 2018-09-30 | $678k | 16k | 43.58 |
| 2012-06-30 | $218k | 4.7k | 46.38 |