Southern Company shares owned by CLS Investments
Quarter-by-quarter ownership of Southern Company (SO) shares owned by CLS Investments
from 13F filings
Historical chart of CLS Investments investment in Southern Company
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All positions including Southern Company held by CLS Investments consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by CLS Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 299k | 94.77 |
| 2025-06-30 | $27M | 291k | 91.83 |
| 2025-03-31 | $25M | 274k | 91.95 |
| 2024-12-31 | $22M | 270k | 82.32 |
| 2024-09-30 | $23M | 259k | 90.18 |
| 2024-06-30 | $22M | 278k | 77.57 |
| 2024-03-31 | $20M | 278k | 71.74 |
| 2023-12-31 | $20M | 283k | 72.16 |
| 2023-09-30 | $19M | 290k | 64.72 |
| 2023-06-30 | $19M | 271k | 70.25 |
| 2023-03-31 | $18M | 259k | 69.58 |
| 2022-12-31 | $8.1M | 114k | 71.41 |
| 2022-09-30 | $8.1M | 119k | 68.00 |
| 2022-06-30 | $8.5M | 120k | 71.31 |
| 2022-03-31 | $8.6M | 119k | 72.51 |
| 2021-12-31 | $9.2M | 134k | 68.58 |
| 2021-09-30 | $8.0M | 133k | 60.51 |
| 2021-06-30 | $8.0M | 133k | 60.51 |
| 2021-03-31 | $7.3M | 118k | 62.16 |
| 2020-12-31 | $386k | 6.3k | 61.39 |
| 2020-09-30 | $4.5M | 83k | 54.22 |
| 2019-06-30 | $21k | 387 | 54.26 |
| 2019-03-31 | $49k | 940 | 52.13 |
| 2013-03-31 | $164k | 3.5k | 46.96 |
| 2012-12-31 | $216k | 5.1k | 42.76 |
| 2011-06-30 | $4.0k | 100 | 40.00 |
| 2011-03-31 | $4.0k | 100 | 40.00 |