Southern Company shares owned by Brian McDonald
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in Southern Company
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All positions including Southern Company held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $18M | 282k | 64.72 |
| 2023-06-30 | $153k | 21k | 7.30 |
| 2022-12-31 | $14M | 198k | 70.05 |
| 2022-09-30 | $13M | 198k | 64.59 |
| 2022-06-30 | $15M | 202k | 71.75 |
| 2022-03-31 | $16M | 210k | 76.50 |
| 2021-12-31 | $14M | 210k | 67.25 |
| 2021-09-30 | $13M | 212k | 62.95 |
| 2021-06-30 | $17M | 250k | 66.38 |
| 2021-03-31 | $16M | 244k | 65.33 |
| 2020-12-31 | $15M | 256k | 60.14 |
| 2020-09-30 | $16M | 264k | 60.85 |
| 2020-06-30 | $15M | 262k | 55.78 |
| 2020-03-31 | $16M | 269k | 57.73 |
| 2019-12-31 | $19M | 268k | 70.85 |
| 2019-09-30 | $17M | 276k | 61.95 |
| 2019-06-30 | $16M | 282k | 55.79 |
| 2019-03-31 | $14M | 275k | 51.77 |
| 2018-12-31 | $13M | 268k | 47.58 |
| 2018-09-30 | $12M | 266k | 44.73 |
| 2018-06-30 | $15M | 314k | 47.65 |
| 2018-03-31 | $14M | 313k | 45.60 |
| 2017-12-31 | $14M | 309k | 44.08 |
| 2017-09-30 | $16M | 315k | 52.09 |
| 2017-06-30 | $15M | 321k | 47.25 |
| 2017-03-31 | $16M | 329k | 50.07 |
| 2016-12-31 | $16M | 334k | 48.80 |
| 2016-09-30 | $17M | 338k | 49.43 |
| 2016-06-30 | $18M | 332k | 52.84 |
| 2016-03-31 | $16M | 316k | 50.68 |
| 2015-12-31 | $13M | 275k | 46.62 |
| 2015-09-30 | $13M | 283k | 44.70 |
| 2015-06-30 | $24M | 577k | 41.90 |
| 2015-03-31 | $13M | 290k | 44.28 |
| 2014-12-31 | $28M | 572k | 49.11 |
| 2014-09-30 | $13M | 292k | 43.65 |
| 2014-06-30 | $13M | 276k | 45.38 |
| 2014-03-31 | $15M | 340k | 43.94 |
| 2013-12-31 | $14M | 349k | 41.11 |
| 2013-09-30 | $17M | 417k | 41.18 |
| 2013-06-30 | $19M | 423k | 44.13 |
| 2012-12-31 | $19M | 449k | 42.81 |
| 2012-09-30 | $21M | 445k | 46.09 |
| 2012-06-30 | $21M | 444k | 46.30 |
| 2012-03-31 | $733k | 18k | 40.00 |
| 2011-12-31 | $21M | 448k | 46.29 |
| 2011-09-30 | $18M | 429k | 42.37 |
| 2011-06-30 | $18M | 436k | 40.38 |
| 2011-03-31 | $10k | 261 | 38.31 |