Southern Company shares owned by Confluence Investment Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Confluence Investment Management
from 13F filings
Historical chart of Confluence Investment Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Confluence Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $147M | 1.5M | 94.77 |
| 2025-06-30 | $145M | 1.6M | 91.83 |
| 2025-03-31 | $148M | 1.6M | 91.95 |
| 2024-12-31 | $136M | 1.6M | 82.32 |
| 2024-09-30 | $151M | 1.7M | 90.18 |
| 2024-06-30 | $132M | 1.7M | 77.57 |
| 2024-03-31 | $128M | 1.8M | 71.74 |
| 2023-12-31 | $127M | 1.8M | 70.12 |
| 2023-09-30 | $120M | 1.8M | 64.72 |
| 2023-06-30 | $131M | 1.9M | 70.25 |
| 2023-03-31 | $131M | 1.9M | 69.58 |
| 2022-12-31 | $135M | 1.9M | 71.41 |
| 2022-09-30 | $127M | 1.9M | 68.00 |
| 2022-06-30 | $133M | 1.9M | 71.31 |
| 2022-03-31 | $135M | 1.9M | 72.51 |
| 2021-12-31 | $126M | 1.8M | 68.58 |
| 2021-09-30 | $118M | 1.9M | 61.97 |
| 2021-06-30 | $119M | 2.0M | 60.51 |
| 2021-03-31 | $122M | 2.0M | 62.16 |
| 2020-12-31 | $121M | 2.0M | 61.43 |
| 2020-09-30 | $110M | 2.0M | 54.22 |
| 2020-06-30 | $108M | 2.1M | 51.85 |
| 2020-03-31 | $116M | 2.1M | 54.14 |
| 2019-12-31 | $142M | 2.2M | 63.70 |
| 2019-09-30 | $139M | 2.2M | 61.77 |
| 2019-06-30 | $124M | 2.2M | 55.28 |
| 2019-03-31 | $116M | 2.2M | 51.68 |
| 2018-12-31 | $99M | 2.3M | 43.92 |
| 2018-09-30 | $96M | 2.2M | 43.60 |
| 2018-06-30 | $103M | 2.2M | 46.31 |
| 2018-03-31 | $98M | 2.2M | 44.66 |
| 2017-12-31 | $99M | 2.1M | 48.09 |
| 2017-09-30 | $98M | 2.0M | 49.14 |
| 2017-06-30 | $86M | 1.8M | 47.88 |
| 2017-03-31 | $84M | 1.7M | 49.78 |
| 2016-12-31 | $75M | 1.5M | 49.19 |
| 2016-09-30 | $67M | 1.3M | 51.30 |
| 2016-06-30 | $65M | 1.2M | 53.63 |
| 2016-03-31 | $60M | 1.2M | 51.73 |
| 2015-12-31 | $53M | 1.1M | 46.79 |
| 2015-09-30 | $48M | 1.1M | 44.70 |
| 2015-06-30 | $43M | 1.0M | 41.90 |
| 2015-03-31 | $39M | 869k | 44.28 |
| 2014-12-31 | $42M | 847k | 49.11 |
| 2014-09-30 | $36M | 826k | 43.65 |
| 2014-06-30 | $35M | 775k | 45.38 |
| 2014-03-31 | $32M | 725k | 43.94 |
| 2013-12-31 | $26M | 640k | 41.11 |
| 2013-09-30 | $23M | 558k | 41.18 |
| 2013-06-30 | $22M | 497k | 44.13 |
| 2013-03-31 | $19M | 413k | 46.92 |
| 2012-12-31 | $16M | 362k | 42.81 |
| 2012-09-30 | $11M | 233k | 46.09 |
| 2012-06-30 | $11M | 234k | 46.30 |
| 2012-03-31 | $11M | 239k | 44.93 |
| 2011-12-31 | $11M | 240k | 46.29 |
| 2011-09-30 | $10M | 236k | 42.37 |
| 2011-03-31 | $7.0M | 185k | 38.11 |
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