Southern Company shares owned by Welch & Forbes
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Welch & Forbes
from 13F filings
Historical chart of Welch & Forbes investment in Southern Company
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Quarterly reported holdings in Southern Company by Welch & Forbes
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $510k | 7.1k | 71.74 |
| 2023-12-31 | $525k | 7.5k | 70.12 |
| 2023-09-30 | $528k | 8.2k | 64.72 |
| 2023-06-30 | $611k | 8.7k | 70.25 |
| 2023-03-31 | $622k | 8.9k | 69.58 |
| 2022-12-31 | $666k | 9.3k | 71.41 |
| 2022-09-30 | $676k | 9.9k | 67.99 |
| 2022-06-30 | $1.0M | 14k | 71.31 |
| 2022-03-31 | $1.0M | 14k | 72.50 |
| 2021-12-31 | $814k | 12k | 68.58 |
| 2021-09-30 | $839k | 14k | 62.03 |
| 2021-06-30 | $745k | 12k | 60.53 |
| 2021-03-31 | $768k | 12k | 62.15 |
| 2020-12-31 | $786k | 13k | 61.42 |
| 2020-09-30 | $694k | 13k | 54.23 |
| 2020-06-30 | $659k | 13k | 51.80 |
| 2020-03-31 | $687k | 13k | 54.12 |
| 2019-12-31 | $809k | 13k | 63.73 |
| 2019-09-30 | $784k | 13k | 61.76 |
| 2019-06-30 | $702k | 13k | 55.30 |
| 2019-03-31 | $707k | 14k | 51.70 |
| 2018-12-31 | $601k | 14k | 43.95 |
| 2018-09-30 | $583k | 13k | 43.65 |
| 2018-06-30 | $779k | 17k | 46.30 |
| 2018-03-31 | $751k | 17k | 44.64 |
| 2017-12-31 | $809k | 17k | 48.09 |
| 2017-09-30 | $827k | 17k | 49.16 |
| 2017-06-30 | $818k | 17k | 47.90 |
| 2017-03-31 | $500k | 10k | 49.75 |
| 2016-12-31 | $516k | 11k | 49.23 |
| 2016-09-30 | $542k | 11k | 51.30 |
| 2016-06-30 | $584k | 11k | 53.62 |
| 2016-03-31 | $563k | 11k | 51.69 |
| 2015-12-31 | $519k | 11k | 46.79 |
| 2015-09-30 | $433k | 9.7k | 44.74 |
| 2015-06-30 | $448k | 11k | 41.90 |
| 2015-03-31 | $363k | 8.2k | 44.31 |
| 2014-12-31 | $485k | 9.9k | 49.12 |
| 2014-09-30 | $431k | 9.9k | 43.65 |
| 2014-06-30 | $549k | 12k | 45.45 |
| 2014-03-31 | $1.1M | 25k | 43.94 |
| 2013-12-31 | $1.1M | 26k | 41.13 |
| 2013-09-30 | $1.1M | 26k | 41.21 |
| 2013-06-30 | $578k | 13k | 44.13 |
| 2013-03-31 | $607k | 13k | 46.92 |
| 2012-12-31 | $602k | 14k | 42.84 |
| 2012-09-30 | $675k | 15k | 46.04 |
| 2012-06-30 | $737k | 16k | 46.26 |
| 2012-03-31 | $711k | 16k | 44.97 |
| 2011-12-31 | $736k | 16k | 46.26 |
| 2011-09-30 | $674k | 16k | 42.36 |
| 2011-06-30 | $702k | 17k | 40.43 |
| 2011-03-31 | $654k | 17k | 38.14 |