Southern Company shares owned by Capital Fund Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Capital Fund Management
from 13F filings
Historical chart of Capital Fund Management investment in Southern Company
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All positions including Southern Company held by Capital Fund Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Capital Fund Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 232k | 94.77 |
| 2025-06-30 | $26M | 284k | 91.83 |
| 2025-03-31 | $64M | 699k | 91.95 |
| 2024-12-31 | $49M | 590k | 82.32 |
| 2024-09-30 | $25M | 276k | 90.18 |
| 2024-06-30 | $15M | 192k | 77.57 |
| 2024-03-31 | $23M | 321k | 71.74 |
| 2023-09-30 | $17M | 266k | 64.72 |
| 2023-06-30 | $27M | 377k | 70.25 |
| 2023-03-31 | $28M | 406k | 69.58 |
| 2022-12-31 | $28M | 388k | 71.41 |
| 2022-09-30 | $18M | 265k | 68.00 |
| 2022-06-30 | $14M | 192k | 71.31 |
| 2022-03-31 | $9.1M | 126k | 72.51 |
| 2021-12-31 | $8.2M | 120k | 68.58 |
| 2021-09-30 | $4.7M | 76k | 61.97 |
| 2021-06-30 | $7.5M | 124k | 60.51 |
| 2021-03-31 | $7.0M | 112k | 62.16 |
| 2020-12-31 | $5.7M | 93k | 61.43 |
| 2020-09-30 | $1.7M | 32k | 54.22 |
| 2020-06-30 | $9.8M | 190k | 51.85 |
| 2020-03-31 | $6.4M | 119k | 54.15 |
| 2019-12-31 | $18M | 281k | 63.69 |
| 2019-09-30 | $32M | 522k | 61.78 |
| 2019-06-30 | $36M | 648k | 55.28 |
| 2019-03-31 | $16M | 314k | 51.68 |
| 2018-12-31 | $10M | 230k | 43.99 |
| 2018-09-30 | $13M | 305k | 43.62 |
| 2018-06-30 | $22M | 470k | 46.31 |
| 2018-03-31 | $26M | 580k | 44.66 |
| 2017-09-30 | $4.5M | 91k | 49.13 |
| 2017-06-30 | $1.1M | 22k | 47.89 |
| 2016-12-31 | $2.4M | 48k | 49.21 |
| 2016-09-30 | $11M | 205k | 51.30 |
| 2016-06-30 | $5.8M | 109k | 53.63 |
| 2016-03-31 | $4.7M | 91k | 51.74 |
| 2015-12-31 | $4.3M | 91k | 46.80 |
| 2015-09-30 | $18M | 408k | 44.70 |
| 2015-06-30 | $33M | 798k | 41.90 |
| 2015-03-31 | $20M | 445k | 44.28 |
| 2014-12-31 | $4.6M | 94k | 49.12 |
| 2014-09-30 | $6.1M | 139k | 43.65 |
| 2014-06-30 | $5.2M | 115k | 45.37 |
| 2014-03-31 | $1.5M | 34k | 43.91 |
| 2013-12-31 | $2.5M | 61k | 41.12 |
| 2013-09-30 | $951k | 23k | 41.16 |
| 2013-06-30 | $9.1M | 207k | 44.14 |