Southern Company shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $578M | 6.4M | 90.18 |
| 2024-06-30 | $493M | 6.4M | 77.57 |
| 2024-03-31 | $446M | 6.2M | 71.74 |
| 2023-12-31 | $427M | 6.1M | 70.12 |
| 2023-09-30 | $387M | 6.0M | 64.72 |
| 2023-06-30 | $414M | 5.9M | 70.25 |
| 2023-03-31 | $409M | 5.9M | 69.58 |
| 2022-12-31 | $417M | 5.8M | 71.41 |
| 2022-09-30 | $381M | 5.6M | 68.00 |
| 2022-06-30 | $391M | 5.5M | 71.31 |
| 2022-03-31 | $395M | 5.5M | 72.51 |
| 2021-12-31 | $361M | 5.3M | 68.58 |
| 2021-09-30 | $313M | 5.0M | 61.97 |
| 2021-06-30 | $301M | 5.0M | 60.51 |
| 2021-03-31 | $299M | 4.8M | 62.16 |
| 2020-12-31 | $287M | 4.7M | 61.43 |
| 2020-09-30 | $250M | 4.6M | 54.22 |
| 2020-06-30 | $248M | 4.8M | 51.85 |
| 2020-03-31 | $260M | 4.8M | 54.14 |
| 2019-12-31 | $302M | 4.7M | 63.70 |
| 2019-09-30 | $289M | 4.7M | 61.77 |
| 2019-06-30 | $259M | 4.7M | 55.28 |
| 2019-03-31 | $236M | 4.6M | 51.68 |
| 2018-12-31 | $192M | 4.4M | 43.92 |
| 2018-09-30 | $181M | 4.2M | 43.60 |
| 2018-06-30 | $183M | 4.0M | 46.31 |
| 2018-03-31 | $170M | 3.8M | 44.66 |
| 2017-12-31 | $175M | 3.6M | 48.09 |
| 2017-09-30 | $171M | 3.5M | 49.14 |
| 2017-06-30 | $161M | 3.4M | 47.88 |
| 2017-03-31 | $158M | 3.2M | 49.78 |
| 2016-12-31 | $148M | 3.0M | 49.19 |
| 2016-09-30 | $149M | 2.9M | 51.30 |
| 2016-06-30 | $148M | 2.8M | 53.63 |
| 2016-03-31 | $137M | 2.6M | 51.73 |
| 2015-12-31 | $119M | 2.5M | 46.79 |
| 2015-09-30 | $110M | 2.5M | 44.70 |
| 2015-06-30 | $103M | 2.4M | 41.90 |
| 2015-03-31 | $106M | 2.4M | 44.28 |
| 2014-12-31 | $110M | 2.2M | 49.11 |
| 2014-09-30 | $93M | 2.1M | 43.65 |
| 2014-06-30 | $93M | 2.0M | 45.38 |
| 2014-03-31 | $86M | 2.0M | 43.94 |
| 2013-12-31 | $77M | 1.9M | 41.11 |
| 2013-09-30 | $75M | 1.8M | 41.28 |
| 2013-06-30 | $76M | 1.7M | 43.81 |
| 2013-03-31 | $78M | 1.7M | 46.74 |
| 2012-12-31 | $68M | 1.6M | 42.81 |
| 2012-09-30 | $72M | 1.6M | 45.67 |
| 2012-06-30 | $73M | 1.6M | 46.71 |
| 2012-03-31 | $68M | 1.5M | 45.06 |
| 2011-12-31 | $69M | 1.5M | 46.29 |
| 2011-09-30 | $61M | 1.4M | 42.01 |
| 2011-06-30 | $58M | 1.4M | 40.72 |
| 2011-03-31 | $53M | 1.4M | 38.31 |
| 2010-12-31 | $52M | 1.4M | 38.23 |
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