Ownership history in Carson Advisory Inc. · 16 quarters on record
This page tracks every 13F SEC filing in which Carson Advisory Inc. reported a position in SOUTHERN CO (SO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 71,417 | +1,598 | +2.3% | 3.24% | $6.2M | $86.52 |
| 2025 Q3 | ADDED | 69,819 | +786 | +1.1% | 3.57% | $6.6M | $93.26 |
| 2025 Q2 | REDUCED | 69,033 | -377 | -0.5% | 4.03% | $6.3M | $89.66 |
| 2025 Q1 | ADDED | 69,410 | +4 | +0.0% | 4.30% | $6.4M | $89.03 |
| 2024 Q4 | REDUCED | 69,406 | -1,301 | -1.8% | 3.97% | $5.7M | $79.03 |
| 2024 Q3 | ADDED | 70,707 | +739 | +1.1% | 4.00% | $6.4M | $85.87 |
| 2024 Q2 | ADDED | 69,968 | +23 | +0.0% | 3.81% | $5.4M | $73.25 |
| 2024 Q1 | REDUCED | 69,945 | -283 | -0.4% | 3.53% | $5.0M | $67.13 |
| 2023 Q4 | REDUCED | 70,228 | -539 | -0.8% | 3.83% | $4.9M | $64.93 |
| 2023 Q3 | REDUCED | 70,767 | -1,004 | -1.4% | 4.01% | $4.6M | $59.33 |
As of 2025 Q4 — sorted by position size