Southern Company shares owned by WMS Partners
Historical chart of WMS Partners investment in Southern Company
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Quarterly reported holdings in Southern Company by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $272k | 3.9k | 70.13 |
| 2023-09-30 | $242k | 3.7k | 64.72 |
| 2023-06-30 | $263k | 3.7k | 70.25 |
| 2023-03-31 | $273k | 3.9k | 69.58 |
| 2022-12-31 | $281k | 3.9k | 71.41 |
| 2022-09-30 | $268k | 3.9k | 68.07 |
| 2022-06-30 | $284k | 4.0k | 71.20 |
| 2022-03-31 | $289k | 4.0k | 72.49 |
| 2021-09-30 | $250k | 4.0k | 61.88 |
| 2021-06-30 | $244k | 4.0k | 60.41 |
| 2021-03-31 | $252k | 4.1k | 62.08 |
| 2020-12-31 | $238k | 4.4k | 54.21 |
| 2020-09-30 | $238k | 4.4k | 54.21 |
| 2020-06-30 | $228k | 4.4k | 51.94 |
| 2020-03-31 | $238k | 4.4k | 54.21 |
| 2019-12-31 | $280k | 4.4k | 63.78 |
| 2019-09-30 | $284k | 4.6k | 61.83 |
| 2019-06-30 | $251k | 4.5k | 55.32 |
| 2019-03-31 | $255k | 4.9k | 51.65 |
| 2018-03-31 | $208k | 4.7k | 44.61 |
| 2017-12-31 | $209k | 4.4k | 48.05 |
| 2017-09-30 | $211k | 4.3k | 49.07 |
| 2017-06-30 | $210k | 4.4k | 47.87 |
| 2017-03-31 | $217k | 4.4k | 49.75 |
| 2016-09-30 | $203k | 4.0k | 51.24 |
| 2016-06-30 | $224k | 4.2k | 53.73 |
| 2016-03-31 | $208k | 4.0k | 51.74 |
| 2014-12-31 | $265k | 5.4k | 49.16 |
| 2014-03-31 | $351k | 8.0k | 43.94 |
| 2013-12-31 | $258k | 6.3k | 41.06 |
| 2013-09-30 | $345k | 8.4k | 41.23 |
| 2013-06-30 | $369k | 8.4k | 44.10 |
| 2013-03-31 | $393k | 8.4k | 46.97 |
| 2012-12-31 | $401k | 9.4k | 42.81 |
| 2012-09-30 | $437k | 9.5k | 46.04 |
| 2012-06-30 | $431k | 9.3k | 46.26 |
| 2012-03-31 | $378k | 9.4k | 40.32 |
| 2011-12-31 | $431k | 9.3k | 46.26 |
| 2011-09-30 | $395k | 9.3k | 42.40 |
| 2011-06-30 | $378k | 9.4k | 40.32 |
| 2011-03-31 | $420k | 11k | 38.16 |
| 2010-12-31 | $446k | 12k | 38.10 |