Southern Company shares owned by Summit Global Investments
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Summit Global Investments
from 13F filings
Historical chart of Summit Global Investments investment in Southern Company
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Quarterly reported holdings in Southern Company by Summit Global Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 15k | 71.75 |
| 2023-12-31 | $693k | 9.9k | 70.15 |
| 2023-09-30 | $811k | 13k | 64.72 |
| 2023-06-30 | $822k | 12k | 70.27 |
| 2023-03-31 | $789k | 11k | 69.58 |
| 2022-12-31 | $1.9M | 26k | 71.42 |
| 2022-09-30 | $2.1M | 31k | 68.01 |
| 2022-06-30 | $2.1M | 30k | 71.32 |
| 2022-03-31 | $13M | 185k | 72.51 |
| 2021-12-31 | $5.2M | 76k | 68.57 |
| 2021-09-30 | $1.8M | 29k | 61.96 |
| 2021-06-30 | $509k | 8.4k | 60.49 |
| 2021-03-31 | $1.1M | 17k | 62.14 |
| 2020-12-31 | $3.6M | 59k | 61.43 |
| 2018-03-31 | $241k | 5.4k | 44.64 |
| 2017-12-31 | $2.8M | 58k | 48.10 |
| 2017-09-30 | $4.0M | 81k | 49.14 |
| 2017-06-30 | $1.8M | 39k | 47.87 |
| 2017-03-31 | $1.3M | 25k | 49.78 |
| 2016-12-31 | $1.1M | 22k | 49.19 |