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Southern Company shares owned by Rothschild Investment Corp

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Rothschild Investment Corp from 13F filings

Historical chart of Rothschild Investment Corp investment in Southern Company

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All positions including Southern Company held by Rothschild Investment Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Rothschild Investment Corp

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.5M 38k 64.71
2023-06-30 $2.7M 38k 70.25
2023-03-31 $2.6M 38k 69.59
2022-12-31 $2.7M 38k 71.40
2022-09-30 $2.4M 36k 67.99
2022-06-30 $2.5M 35k 71.31
2022-03-31 $2.5M 35k 72.52
2021-12-31 $2.4M 35k 68.57
2021-09-30 $2.2M 36k 61.96
2021-06-30 $2.2M 36k 60.51
2021-03-31 $2.2M 35k 62.17
2020-12-31 $2.0M 32k 61.44
2020-09-30 $1.6M 30k 54.22
2020-06-30 $1.0M 20k 51.87
2020-03-31 $1.1M 20k 54.16
2019-12-31 $1.2M 20k 63.72
2019-09-30 $1.2M 20k 61.78
2019-06-30 $1.1M 20k 55.26
2019-03-31 $1.0M 20k 51.68
2018-12-31 $938k 21k 43.93
2018-09-30 $942k 22k 43.61
2018-06-30 $1.1M 23k 46.31
2018-03-31 $1.1M 24k 44.65
2017-12-31 $1.2M 25k 48.08
2017-09-30 $1.2M 25k 49.14
2017-06-30 $1.3M 26k 47.88
2017-03-31 $2.7M 55k 49.78
2016-12-31 $2.6M 54k 49.20
2016-09-30 $2.7M 52k 51.30
2016-06-30 $2.8M 52k 53.63
2016-03-31 $2.4M 45k 51.73
2015-12-31 $2.1M 45k 46.78
2015-09-30 $1.9M 42k 44.69
2015-06-30 $1.4M 33k 41.89
2015-03-31 $1.4M 31k 44.27
2014-12-31 $1.3M 27k 49.10
2014-09-30 $1.2M 27k 43.64
2014-06-30 $251k 5.5k 45.41
2013-06-30 $266k 6.0k 44.20
2013-03-31 $425k 9.1k 46.93
2012-12-31 $383k 9.0k 42.76
2012-09-30 $502k 11k 46.11
2012-06-30 $471k 10k 46.28
2012-03-31 $525k 12k 44.96
2011-12-31 $505k 11k 46.28
2011-09-30 $375k 8.9k 42.37
2011-06-30 $391k 9.7k 40.41
2011-03-31 $369k 9.7k 38.14