Southern Company shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 27k | 71.65 |
| 2023-12-31 | $1.9M | 27k | 70.12 |
| 2023-09-30 | $1.5M | 23k | 64.72 |
| 2023-06-30 | $1.7M | 24k | 70.25 |
| 2023-03-31 | $1.7M | 25k | 69.58 |
| 2022-12-31 | $1.4M | 20k | 71.41 |
| 2022-09-30 | $1.4M | 21k | 67.98 |
| 2022-06-30 | $1.4M | 20k | 71.30 |
| 2022-03-31 | $543k | 1.2M | 0.47 |
| 2021-12-31 | $1.8M | 26k | 68.60 |
| 2021-09-30 | $1.6M | 26k | 61.98 |
| 2021-06-30 | $1.6M | 26k | 60.51 |
| 2021-03-31 | $1.7M | 28k | 62.18 |
| 2020-12-31 | $1.7M | 27k | 61.44 |
| 2020-09-30 | $3.4M | 64k | 54.22 |
| 2020-06-30 | $1.4M | 26k | 51.84 |
| 2020-03-31 | $491k | 9.1k | 54.13 |
| 2019-12-31 | $2.1M | 32k | 63.69 |