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Southern shares owned by Wellington Management Company

Quarter-by-quarter ownership of Southern shares owned by Wellington Management Company from 13F filings

Historical chart of Wellington Management Company investment in Southern

Tip: Access up to 7 years of quarterly data

All positions including Southern held by Wellington Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern by Wellington Management Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 12M 1.14
2025-06-30 $14M 12M 1.11
2025-03-31 $13M 12M 1.13
2024-12-31 $12M 11M 1.06
2024-09-30 $13M 11M 1.12
2024-06-30 $34M 34M 1.02
2024-03-31 $26M 25M 1.01