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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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All positions including Southern Company held by Confluence Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Confluence Investment Management

Quarter filed Position value Share count Share price at filing
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