Southern Company shares owned by Calton & Associates
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Southern Company
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All positions including Southern Company held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $512k | 5.4k | 94.77 |
| 2025-06-30 | $500k | 5.4k | 91.83 |
| 2025-03-31 | $3.4M | 48k | 71.01 |
| 2024-09-30 | $263k | 3.3k | 79.42 |
| 2022-12-31 | $219k | 3.1k | 71.40 |
| 2022-06-30 | $200k | 2.8k | 71.17 |
| 2022-03-31 | $203k | 2.8k | 72.22 |
| 2021-09-30 | $263k | 4.3k | 61.81 |
| 2021-06-30 | $288k | 4.8k | 60.62 |
| 2021-03-31 | $279k | 4.5k | 62.17 |
| 2020-12-31 | $326k | 5.3k | 61.37 |
| 2020-09-30 | $420k | 7.7k | 54.28 |
| 2020-06-30 | $400k | 7.7k | 51.81 |
| 2020-03-31 | $419k | 7.7k | 54.19 |
| 2019-12-31 | $493k | 7.7k | 63.65 |
| 2019-09-30 | $367k | 5.9k | 61.69 |
| 2019-06-30 | $247k | 4.5k | 55.32 |
| 2018-06-30 | $464k | 9.9k | 46.91 |
| 2017-12-31 | $232k | 5.2k | 44.31 |