Southern Company shares owned by Marietta Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Marietta Wealth Management
from 13F filings
Historical chart of Marietta Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Marietta Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $630k | 8.8k | 71.74 |
| 2023-12-31 | $615k | 8.8k | 70.12 |
| 2023-09-30 | $441k | 6.8k | 64.72 |
| 2023-06-30 | $602k | 8.6k | 70.25 |
| 2023-03-31 | $474k | 6.8k | 69.58 |
| 2022-12-31 | $492k | 6.9k | 71.41 |
| 2022-09-30 | $469k | 6.9k | 68.05 |
| 2022-06-30 | $491k | 6.9k | 71.24 |
| 2022-03-31 | $500k | 6.9k | 72.55 |
| 2021-12-31 | $473k | 6.9k | 68.63 |
| 2021-09-30 | $450k | 7.3k | 62.02 |
| 2021-06-30 | $481k | 8.0k | 60.46 |
| 2021-03-31 | $451k | 7.3k | 62.12 |
| 2020-12-31 | $446k | 7.3k | 61.47 |
| 2020-09-30 | $568k | 11k | 54.25 |
| 2020-06-30 | $543k | 11k | 51.86 |
| 2020-03-31 | $604k | 11k | 54.17 |
| 2019-12-31 | $639k | 10k | 63.70 |
| 2019-09-30 | $620k | 10k | 61.80 |
| 2019-06-30 | $573k | 10k | 55.29 |
| 2019-03-31 | $598k | 12k | 51.68 |
| 2018-12-31 | $1.7M | 38k | 43.91 |
| 2018-09-30 | $2.1M | 48k | 43.60 |
| 2018-06-30 | $2.2M | 46k | 46.32 |
| 2018-03-31 | $2.0M | 45k | 44.66 |
| 2017-12-31 | $2.0M | 42k | 48.10 |
| 2017-09-30 | $2.1M | 43k | 49.13 |
| 2017-06-30 | $2.0M | 41k | 47.89 |
| 2017-03-31 | $1.9M | 39k | 49.78 |
| 2016-12-31 | $1.5M | 31k | 49.18 |
More positions owned by Marietta Wealth Management
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