Southern Company shares owned by Clifford Swan Investment Counsel
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Clifford Swan Investment Counsel
from 13F filings
Historical chart of Clifford Swan Investment Counsel investment in Southern Company
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Quarterly reported holdings in Southern Company by Clifford Swan Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 15k | 94.77 |
| 2025-06-30 | $1.4M | 15k | 91.83 |
| 2025-03-31 | $1.5M | 16k | 91.95 |
| 2024-12-31 | $1.3M | 16k | 82.32 |
| 2024-09-30 | $1.4M | 16k | 90.18 |
| 2024-06-30 | $1.3M | 17k | 77.57 |
| 2024-03-31 | $1.2M | 17k | 71.74 |
| 2023-12-31 | $1.2M | 17k | 70.12 |
| 2023-09-30 | $1.1M | 17k | 64.72 |
| 2023-06-30 | $1.2M | 17k | 70.25 |
| 2023-03-31 | $1.2M | 17k | 69.58 |
| 2022-12-31 | $1.2M | 17k | 71.41 |
| 2022-09-30 | $1.2M | 17k | 67.97 |
| 2022-06-30 | $1.2M | 17k | 71.29 |
| 2022-03-31 | $1.2M | 17k | 72.50 |
| 2021-12-31 | $1.2M | 17k | 68.59 |
| 2021-09-30 | $993k | 16k | 62.45 |
| 2021-06-30 | $1.0M | 16k | 64.02 |
| 2021-03-31 | $988k | 16k | 62.13 |
| 2020-12-31 | $977k | 16k | 61.44 |
| 2020-09-30 | $857k | 16k | 54.24 |
| 2020-06-30 | $819k | 16k | 51.83 |
| 2020-03-31 | $855k | 16k | 54.11 |
| 2019-12-31 | $1.1M | 17k | 63.70 |
| 2019-09-30 | $926k | 15k | 61.77 |
| 2019-06-30 | $829k | 15k | 55.30 |
| 2019-03-31 | $775k | 15k | 51.70 |
| 2018-12-31 | $658k | 15k | 43.89 |
| 2018-09-30 | $654k | 15k | 43.63 |
| 2018-06-30 | $694k | 15k | 46.29 |
| 2018-03-31 | $640k | 14k | 44.68 |
| 2017-12-31 | $689k | 14k | 48.10 |
| 2017-09-30 | $704k | 14k | 49.14 |
| 2017-06-30 | $638k | 13k | 47.88 |
| 2017-03-31 | $663k | 13k | 49.76 |
| 2016-12-31 | $575k | 12k | 49.16 |
| 2016-09-30 | $600k | 12k | 51.30 |
| 2016-06-30 | $634k | 12k | 53.62 |
| 2016-03-31 | $612k | 12k | 51.75 |
| 2015-12-31 | $614k | 13k | 46.78 |
| 2015-09-30 | $587k | 13k | 44.72 |
| 2015-06-30 | $516k | 12k | 41.87 |
| 2015-03-31 | $528k | 12k | 44.28 |
| 2014-12-31 | $645k | 13k | 49.14 |
| 2014-09-30 | $611k | 14k | 43.66 |
| 2014-06-30 | $635k | 14k | 45.38 |
| 2014-03-31 | $640k | 15k | 43.96 |
| 2013-12-31 | $667k | 16k | 41.11 |
| 2013-09-30 | $734k | 18k | 41.18 |
| 2013-06-30 | $896k | 19k | 46.94 |
| 2013-03-31 | $896k | 19k | 46.94 |
| 2012-12-31 | $553k | 13k | 42.79 |
| 2012-09-30 | $603k | 13k | 46.12 |
| 2012-06-30 | $603k | 13k | 46.30 |
| 2012-03-31 | $585k | 13k | 44.91 |
| 2011-12-31 | $594k | 13k | 46.32 |
| 2011-09-30 | $543k | 13k | 42.34 |
| 2011-03-31 | $474k | 12k | 38.15 |
| 2010-12-31 | $475k | 12k | 38.23 |
More positions owned by Clifford Swan Investment Counsel
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