Southern Company shares owned by Roosevelt Investment Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Roosevelt Investment Group
from 13F filings
Historical chart of Roosevelt Investment Group investment in Southern Company
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Quarterly reported holdings in Southern Company by Roosevelt Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $3.5M | 52k | 68.00 |
| 2022-06-30 | $3.7M | 52k | 71.30 |
| 2022-03-31 | $3.8M | 52k | 72.51 |
| 2021-12-31 | $3.5M | 51k | 68.59 |
| 2021-09-30 | $2.5M | 40k | 61.96 |
| 2021-06-30 | $2.4M | 40k | 60.51 |
| 2021-03-31 | $2.4M | 39k | 62.16 |
| 2020-12-31 | $2.3M | 38k | 61.42 |
| 2020-09-30 | $2.1M | 38k | 54.23 |
| 2020-03-31 | $327k | 6.0k | 54.09 |
| 2019-12-31 | $477k | 7.5k | 63.71 |
| 2018-03-31 | $267k | 6.0k | 44.63 |
| 2017-12-31 | $2.6M | 53k | 48.09 |
| 2017-09-30 | $2.6M | 53k | 49.14 |
| 2017-06-30 | $2.6M | 55k | 47.89 |
| 2017-03-31 | $2.8M | 57k | 49.78 |
| 2016-12-31 | $324k | 6.6k | 49.16 |
| 2016-09-30 | $264k | 5.2k | 51.24 |
| 2016-06-30 | $276k | 5.2k | 53.57 |
| 2016-03-31 | $282k | 5.5k | 51.72 |
| 2015-12-31 | $1.9M | 41k | 46.80 |
| 2015-09-30 | $1.8M | 41k | 44.71 |
| 2015-06-30 | $1.6M | 39k | 41.89 |
| 2015-03-31 | $1.7M | 39k | 44.27 |
| 2014-12-31 | $1.9M | 39k | 49.10 |
| 2014-09-30 | $1.7M | 39k | 43.65 |
| 2014-06-30 | $1.8M | 39k | 45.37 |
| 2014-03-31 | $1.7M | 38k | 43.94 |
| 2013-12-31 | $1.6M | 1.6k | 1000.00 |
| 2013-09-30 | $1.6M | 39k | 41.16 |
| 2013-06-30 | $1.7M | 40k | 44.13 |
More positions owned by Roosevelt Investment Group
View all positions for Roosevelt Investment Group