Southern Company shares owned by CapWealth Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by CapWealth Advisors
from 13F filings
Historical chart of CapWealth Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by CapWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 17k | 94.77 |
| 2025-06-30 | $1.5M | 16k | 91.83 |
| 2025-03-31 | $1.5M | 16k | 91.95 |
| 2024-12-31 | $1.3M | 16k | 82.32 |
| 2024-09-30 | $1.5M | 16k | 90.18 |
| 2024-06-30 | $1.2M | 15k | 77.57 |
| 2024-03-31 | $1.2M | 16k | 71.74 |
| 2023-12-31 | $1.1M | 16k | 70.12 |
| 2023-09-30 | $1.2M | 18k | 64.72 |
| 2023-06-30 | $1.4M | 20k | 70.25 |
| 2023-03-31 | $1.4M | 20k | 69.58 |
| 2022-12-31 | $1.5M | 21k | 71.41 |
| 2022-09-30 | $1.4M | 21k | 67.98 |
| 2022-06-30 | $1.6M | 22k | 71.31 |
| 2022-03-31 | $1.5M | 21k | 72.51 |
| 2021-12-31 | $1.5M | 21k | 68.58 |
| 2021-09-30 | $1.4M | 22k | 61.96 |
| 2021-06-30 | $1.3M | 22k | 60.50 |
| 2021-03-31 | $1.4M | 22k | 62.16 |
| 2020-12-31 | $1.4M | 23k | 61.43 |
| 2020-09-30 | $1.3M | 23k | 54.24 |
| 2020-06-30 | $1.2M | 22k | 51.86 |
| 2020-03-31 | $1.2M | 22k | 54.14 |
| 2019-12-31 | $1.4M | 21k | 63.72 |
| 2019-09-30 | $1.3M | 21k | 61.79 |
| 2019-06-30 | $1.2M | 21k | 55.28 |
| 2019-03-31 | $1.1M | 20k | 51.68 |
| 2018-12-31 | $847k | 19k | 43.90 |
| 2018-09-30 | $766k | 18k | 43.62 |
| 2018-06-30 | $846k | 18k | 46.31 |
| 2018-03-31 | $982k | 20k | 48.09 |
| 2017-12-31 | $982k | 20k | 48.09 |
| 2017-09-30 | $969k | 20k | 49.13 |
| 2017-06-30 | $944k | 20k | 47.88 |
| 2017-03-31 | $916k | 18k | 49.77 |
| 2016-12-31 | $988k | 20k | 49.19 |
| 2016-09-30 | $1.0M | 20k | 51.28 |
| 2016-06-30 | $1.1M | 20k | 53.62 |
| 2016-03-31 | $989k | 19k | 51.71 |
| 2015-12-31 | $870k | 19k | 46.79 |
| 2015-09-30 | $831k | 19k | 44.72 |
| 2015-06-30 | $784k | 19k | 41.88 |
| 2015-03-31 | $1.0M | 23k | 44.26 |
| 2014-12-31 | $1.4M | 28k | 49.12 |
| 2014-09-30 | $1.3M | 30k | 43.66 |
| 2014-06-30 | $1.3M | 29k | 45.37 |
| 2014-03-31 | $1.3M | 29k | 43.95 |
| 2013-12-31 | $1.2M | 29k | 41.10 |
| 2013-09-30 | $1.4M | 35k | 41.18 |
| 2013-06-30 | $1.1M | 25k | 44.14 |
| 2013-03-31 | $1.1M | 24k | 46.93 |
| 2012-12-31 | $2.8M | 65k | 42.81 |
| 2012-09-30 | $2.8M | 61k | 46.08 |
| 2012-06-30 | $2.8M | 60k | 46.30 |
| 2012-03-31 | $2.4M | 53k | 44.93 |
| 2011-12-31 | $2.6M | 57k | 46.28 |