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Southern Company shares owned by Horizon Investments

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Horizon Investments from 13F filings

Historical chart of Horizon Investments investment in Southern Company

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All positions including Southern Company held by Horizon Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Horizon Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 20k 70.12
2023-09-30 $519k 8.0k 64.72
2023-06-30 $563k 8.0k 70.25
2023-03-31 $489k 7.1k 68.93
2022-12-31 $678k 9.5k 71.41
2022-09-30 $803k 12k 67.99
2022-06-30 $655k 9.3k 70.71
2022-03-31 $1.0M 15k 71.87
2021-12-31 $519k 7.6k 68.61
2021-09-30 $619k 10k 61.32
2021-06-30 $807k 14k 59.92
2021-03-31 $1.1M 18k 62.13
2020-09-30 $389k 7.2k 53.67
2020-06-30 $702k 14k 51.83
2020-03-31 $597k 11k 53.53
2019-12-31 $1.6M 25k 63.70
2019-09-30 $329k 5.3k 61.81
2019-06-30 $999k 18k 55.27
2019-03-31 $1.6M 31k 51.65
2018-09-30 $1.9M 43k 43.61
2018-06-30 $1.7M 38k 46.30
2018-03-31 $1.5M 33k 44.66
2017-12-31 $522k 11k 49.82
2017-09-30 $471k 9.4k 49.92
2017-06-30 $709k 14k 49.90
2017-03-31 $653k 13k 49.78
2016-12-31 $583k 12k 49.16