Southern Company shares owned by Inverness Counsel
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Inverness Counsel
from 13F filings
Historical chart of Inverness Counsel investment in Southern Company
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Quarterly reported holdings in Southern Company by Inverness Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $201k | 3.0k | 68.14 |
| 2022-03-31 | $379k | 5.2k | 72.59 |
| 2021-12-31 | $351k | 5.1k | 68.57 |
| 2021-09-30 | $284k | 4.6k | 61.87 |
| 2021-06-30 | $241k | 4.0k | 60.46 |
| 2021-03-31 | $203k | 3.3k | 62.25 |
| 2019-12-31 | $233k | 3.7k | 63.84 |
| 2019-09-30 | $240k | 3.9k | 61.89 |
| 2019-06-30 | $214k | 3.9k | 55.18 |
| 2019-03-31 | $247k | 4.8k | 51.70 |
| 2018-03-31 | $207k | 4.6k | 44.73 |
| 2017-12-31 | $239k | 5.0k | 48.01 |
| 2017-09-30 | $250k | 5.1k | 49.23 |
| 2017-06-30 | $243k | 5.1k | 47.85 |
| 2017-03-31 | $252k | 5.1k | 49.63 |
| 2016-12-31 | $251k | 5.2k | 48.47 |
| 2016-09-30 | $271k | 5.3k | 51.35 |
| 2016-06-30 | $292k | 5.5k | 53.58 |
| 2016-03-31 | $292k | 5.7k | 51.68 |
| 2015-12-31 | $264k | 5.7k | 46.73 |
| 2015-09-30 | $355k | 8.0k | 44.65 |
| 2015-06-30 | $331k | 7.9k | 41.90 |
| 2015-03-31 | $1.0M | 24k | 44.29 |
| 2014-12-31 | $1.2M | 25k | 49.12 |
| 2014-09-30 | $1.1M | 25k | 43.64 |
| 2014-06-30 | $1.2M | 27k | 45.39 |
| 2014-03-31 | $1.2M | 27k | 43.93 |
| 2013-12-31 | $1.2M | 28k | 41.10 |
| 2013-09-30 | $1.3M | 32k | 41.18 |
| 2013-06-30 | $1.5M | 34k | 44.13 |