Southern Company shares owned by Congress Asset Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Congress Asset Management
from 13F filings
Historical chart of Congress Asset Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Congress Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $614k | 6.5k | 94.77 |
| 2025-06-30 | $600k | 6.5k | 91.83 |
| 2025-03-31 | $631k | 6.9k | 91.95 |
| 2024-12-31 | $589k | 7.2k | 82.32 |
| 2024-09-30 | $599k | 6.6k | 90.18 |
| 2024-06-30 | $516k | 6.6k | 77.57 |
| 2024-03-31 | $477k | 6.6k | 71.74 |
| 2023-12-31 | $471k | 6.7k | 70.12 |
| 2023-09-30 | $434k | 6.7k | 64.72 |
| 2023-06-30 | $423k | 6.0k | 70.25 |
| 2023-03-31 | $436k | 6.3k | 69.58 |
| 2022-12-31 | $867k | 12k | 71.41 |
| 2022-09-30 | $826k | 12k | 68.04 |
| 2022-06-30 | $1.0M | 14k | 71.29 |
| 2022-03-31 | $681k | 9.4k | 72.56 |
| 2021-12-31 | $650k | 9.5k | 68.53 |
| 2021-09-30 | $687k | 11k | 62.01 |
| 2021-06-30 | $610k | 10k | 60.52 |
| 2021-03-31 | $627k | 10k | 62.20 |
| 2020-12-31 | $651k | 11k | 61.46 |
| 2020-09-30 | $367k | 6.8k | 54.29 |
| 2020-06-30 | $293k | 5.7k | 51.77 |
| 2020-03-31 | $306k | 5.7k | 54.06 |
| 2019-12-31 | $450k | 7.1k | 63.67 |
| 2019-09-30 | $480k | 7.8k | 61.79 |
| 2019-06-30 | $428k | 7.7k | 55.30 |
| 2019-03-31 | $393k | 7.6k | 51.62 |
| 2018-12-31 | $360k | 8.2k | 43.98 |
| 2018-09-30 | $350k | 8.0k | 43.55 |
| 2018-06-30 | $434k | 9.4k | 46.29 |
| 2018-03-31 | $419k | 9.4k | 44.67 |
| 2017-12-31 | $514k | 11k | 48.11 |
| 2017-09-30 | $483k | 9.8k | 49.12 |
| 2017-06-30 | $444k | 9.3k | 47.87 |
| 2017-03-31 | $472k | 9.5k | 49.82 |
| 2016-12-31 | $453k | 9.2k | 49.24 |
| 2016-09-30 | $462k | 9.0k | 51.33 |
| 2016-06-30 | $483k | 9.0k | 53.67 |
| 2016-03-31 | $571k | 11k | 51.74 |
| 2015-12-31 | $534k | 11k | 46.80 |
| 2015-09-30 | $545k | 12k | 44.71 |
| 2015-06-30 | $511k | 12k | 41.94 |
| 2015-03-31 | $2.6M | 60k | 44.27 |
| 2014-12-31 | $2.7M | 56k | 49.10 |
| 2014-09-30 | $2.2M | 51k | 43.64 |
| 2014-06-30 | $2.1M | 47k | 45.39 |
| 2014-03-31 | $2.0M | 46k | 43.95 |
| 2013-12-31 | $2.0M | 48k | 41.11 |
| 2013-09-30 | $1.8M | 44k | 41.19 |
| 2013-06-30 | $1.8M | 40k | 44.13 |
| 2012-12-31 | $1.3M | 30k | 42.80 |
| 2012-09-30 | $1.1M | 25k | 46.07 |
| 2012-06-30 | $1.1M | 24k | 46.28 |
| 2012-03-31 | $873k | 19k | 44.91 |
| 2011-12-31 | $1.1M | 23k | 46.30 |
| 2011-09-30 | $866k | 20k | 42.37 |
| 2011-06-30 | $767k | 19k | 40.38 |
| 2011-03-31 | $721k | 19k | 38.09 |