Southern Company shares owned by Union Bankshares
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Union Bankshares
from 13F filings
Historical chart of Union Bankshares investment in Southern Company
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All positions including Southern Company held by Union Bankshares consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Union Bankshares
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $591k | 8.2k | 71.74 |
| 2023-12-31 | $592k | 8.4k | 70.12 |
| 2023-09-30 | $546k | 8.4k | 64.72 |
| 2023-06-30 | $604k | 8.6k | 70.25 |
| 2023-03-31 | $710k | 10k | 69.58 |
| 2022-12-31 | $785k | 11k | 71.41 |
| 2022-09-30 | $862k | 13k | 68.15 |
| 2022-06-30 | $936k | 13k | 71.11 |
| 2022-03-31 | $884k | 12k | 72.59 |
| 2021-12-31 | $910k | 13k | 68.15 |
| 2021-09-30 | $896k | 14k | 62.22 |
| 2021-06-30 | $845k | 14k | 60.74 |
| 2021-03-31 | $886k | 14k | 62.22 |
| 2020-12-31 | $894k | 15k | 61.45 |
| 2020-09-30 | $789k | 15k | 54.24 |
| 2020-06-30 | $765k | 15k | 51.83 |
| 2020-03-31 | $812k | 15k | 54.17 |
| 2019-12-31 | $956k | 15k | 63.76 |
| 2019-09-30 | $921k | 15k | 61.70 |
| 2019-06-30 | $828k | 15k | 55.36 |
| 2019-03-31 | $268k | 5.2k | 51.60 |
| 2018-12-31 | $232k | 5.3k | 44.02 |
| 2018-09-30 | $246k | 5.6k | 43.65 |
| 2018-06-30 | $280k | 6.0k | 46.41 |
| 2018-03-31 | $374k | 8.4k | 44.64 |
| 2017-12-31 | $408k | 8.5k | 48.13 |
| 2017-09-30 | $419k | 8.5k | 49.10 |
| 2017-06-30 | $429k | 9.0k | 47.82 |
| 2017-03-31 | $443k | 8.9k | 49.80 |
| 2016-12-31 | $443k | 9.0k | 49.25 |
| 2016-09-30 | $460k | 8.9k | 51.36 |
| 2016-06-30 | $479k | 8.9k | 53.58 |
| 2016-03-31 | $458k | 8.9k | 51.71 |
| 2015-12-31 | $394k | 8.4k | 46.85 |
| 2015-09-30 | $447k | 10k | 44.76 |
| 2015-06-30 | $427k | 10k | 41.91 |
| 2015-03-31 | $430k | 9.7k | 44.26 |
| 2014-12-31 | $506k | 10k | 49.07 |
| 2014-09-30 | $520k | 12k | 43.62 |
| 2014-06-30 | $577k | 13k | 45.38 |
| 2014-03-31 | $690k | 16k | 43.49 |