Current Value of Holding

$23.3M

Shares

258k

% of Portfolio

0.06%

Average Buy Price

$66.4

Avg closing price
Price range

37 Joel Greenblatt Southern Company Trades

Joel Greenblatt acquired 258k Southern Company shares worth $23.3M. That's 0.06% of their equity portfolio (402nd largest holding). The first Southern Company trade was made in Q1 2017. Since then Joel Greenblatt bought shares eighteen more times and sold shares on eighteen occasions. The stake costed the investor $17.1M, netting the investor a gain of 36% so far.

Avg closing price
Price range
Sold 2.5% shares (-6.49k shares) Q1 2026
Avg closing price $91.54
Price range $86.27 - $99.11
Increased shares by 104.9% (+135k shares) Q4 2025
Avg closing price $91.28
Price range $84.06 - $99.72
Increased shares by 205.6% (+86.8k shares) Q3 2025
Avg closing price $93.31
Price range $90.83 - $96.00
Sold 59.8% shares (-62.8k shares) Q2 2025
Avg closing price $89.83
Price range $84.91 - $92.56
Sold 49.6% shares (-103k shares) Q1 2025
Avg closing price $86.45
Price range $80.97 - $92.96
Increased shares by 371.0% (+164k shares) Q4 2024
Avg closing price $87.64
Price range $81.90 - $94.15
Increased shares by 462.6% (+36.4k shares) Q3 2024
Avg closing price $85.32
Price range $77.00 - $90.52
Increased shares by 42.7% (+2.36k shares) Q2 2024
Avg closing price $75.78
Price range $67.77 - $80.71
Sold 0.0% shares (-2 shares) Q1 2024
Avg closing price $69.03
Price range $66.25 - $72.24
Sold 1.9% shares (-107 shares) Q4 2023
Avg closing price $68.67
Price range $62.71 - $73.08
Sold 17.2% shares (-1.17k shares) Q3 2023
Avg closing price $69.40
Price range $64.72 - $73.09
Sold 63.3% shares (-11.7k shares) Q2 2023
Avg closing price $71.72
Price range $68.97 - $75.66
Sold 77.0% shares (-62k shares) Q1 2023
Avg closing price $67.33
Price range $62.32 - $72.51
Increased shares by 37.1% (+21.8k shares) Q4 2022
Avg closing price $66.86
Price range $61.50 - $72.27
Increased shares by 302.8% (+44.2k shares) Q3 2022
Avg closing price $75.75
Price range $68.00 - $80.16
Sold 60.9% shares (-22.7k shares) Q2 2022
Avg closing price $73.42
Price range $65.39 - $76.51
Increased shares by 951.1% (+33.7k shares) Q1 2022
Avg closing price $67.73
Price range $62.84 - $72.51
Sold 66.0% shares (-6.87k shares) Q4 2021
Avg closing price $63.75
Price range $61.10 - $68.58
Increased shares by 5.2% (+512 shares) Q3 2021
Avg closing price $64.38
Price range $61.34 - $67.32
Sold 63.7% shares (-17.4k shares) Q2 2021
Avg closing price $63.95
Price range $60.46 - $66.42

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