Southern Company shares owned by Jacobi Capital Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Jacobi Capital Management
from 13F filings
Historical chart of Jacobi Capital Management investment in Southern Company
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All positions including Southern Company held by Jacobi Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Jacobi Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 27k | 71.74 |
| 2023-09-30 | $1.9M | 29k | 64.72 |
| 2023-06-30 | $2.0M | 28k | 70.25 |
| 2023-03-31 | $1.9M | 28k | 69.58 |
| 2022-12-31 | $2.0M | 28k | 71.41 |
| 2022-09-30 | $1.9M | 28k | 67.99 |
| 2022-06-30 | $2.0M | 29k | 71.28 |
| 2022-03-31 | $2.1M | 29k | 72.48 |
| 2021-12-31 | $2.0M | 29k | 68.59 |
| 2021-09-30 | $1.7M | 28k | 61.99 |
| 2021-06-30 | $1.5M | 26k | 60.52 |
| 2021-03-31 | $1.6M | 25k | 62.15 |
| 2020-12-31 | $1.6M | 26k | 60.38 |
| 2020-09-30 | $1.5M | 26k | 58.29 |
| 2020-06-30 | $1.4M | 26k | 54.12 |
| 2020-03-31 | $1.4M | 25k | 55.78 |
| 2019-12-31 | $1.8M | 27k | 67.16 |
| 2019-09-30 | $1.5M | 25k | 61.88 |
| 2019-06-30 | $1.4M | 25k | 55.96 |
| 2019-03-31 | $311k | 6.0k | 51.65 |
| 2018-12-31 | $245k | 5.6k | 43.99 |
| 2018-09-30 | $194k | 4.4k | 43.62 |
| 2018-06-30 | $179k | 3.9k | 46.33 |
| 2018-03-31 | $165k | 3.7k | 44.08 |
| 2017-12-31 | $120k | 2.5k | 47.21 |
| 2017-09-30 | $98k | 2.0k | 49.52 |
| 2017-06-30 | $79k | 1.7k | 47.08 |
| 2017-03-31 | $58k | 1.2k | 50.00 |
| 2016-12-31 | $57k | 1.2k | 49.14 |
| 2016-09-30 | $58k | 1.2k | 50.00 |
| 2016-06-30 | $63k | 1.2k | 54.31 |