Southern Company shares owned by Creative Planning
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Southern Company
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All positions including Southern Company held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $22M | 309k | 70.12 |
| 2023-09-30 | $19M | 296k | 64.72 |
| 2023-06-30 | $20M | 283k | 70.25 |
| 2023-03-31 | $19M | 272k | 69.58 |
| 2022-12-31 | $19M | 267k | 71.41 |
| 2022-09-30 | $18M | 262k | 68.00 |
| 2022-06-30 | $19M | 259k | 71.31 |
| 2022-03-31 | $17M | 231k | 72.51 |
| 2021-12-31 | $15M | 223k | 68.58 |
| 2021-09-30 | $14M | 231k | 61.97 |
| 2021-06-30 | $14M | 225k | 60.51 |
| 2021-03-31 | $16M | 250k | 62.16 |
| 2020-12-31 | $15M | 239k | 61.43 |
| 2020-09-30 | $13M | 236k | 54.22 |
| 2020-06-30 | $11M | 208k | 51.85 |
| 2020-03-31 | $11M | 209k | 54.14 |
| 2019-12-31 | $13M | 211k | 63.70 |
| 2019-09-30 | $14M | 233k | 61.77 |
| 2019-06-30 | $13M | 230k | 55.28 |
| 2019-03-31 | $12M | 237k | 51.68 |
| 2018-12-31 | $10M | 231k | 43.92 |
| 2018-09-30 | $10M | 230k | 43.60 |
| 2018-06-30 | $9.3M | 200k | 46.31 |
| 2018-03-31 | $8.3M | 187k | 44.66 |
| 2017-12-31 | $9.0M | 188k | 48.09 |
| 2017-09-30 | $8.5M | 173k | 49.14 |
| 2017-06-30 | $8.2M | 171k | 47.88 |
| 2017-03-31 | $8.8M | 178k | 49.78 |
| 2016-12-31 | $9.1M | 184k | 49.19 |
| 2016-09-30 | $9.1M | 177k | 51.30 |
| 2016-06-30 | $9.1M | 170k | 53.63 |
| 2016-03-31 | $7.8M | 151k | 51.73 |
| 2015-12-31 | $6.9M | 148k | 46.79 |
| 2015-09-30 | $7.5M | 167k | 44.70 |
| 2015-06-30 | $6.5M | 156k | 41.90 |
| 2015-03-31 | $6.7M | 152k | 44.28 |
| 2014-12-31 | $6.8M | 139k | 49.11 |
| 2014-09-30 | $6.8M | 156k | 43.65 |
| 2014-06-30 | $5.7M | 126k | 45.38 |
| 2014-03-31 | $5.7M | 130k | 43.94 |
| 2013-12-31 | $4.6M | 111k | 41.11 |
| 2013-09-30 | $4.3M | 103k | 41.18 |
| 2013-06-30 | $3.1M | 71k | 44.14 |
| 2012-12-31 | $2.1M | 50k | 42.82 |
| 2012-09-30 | $2.0M | 44k | 46.08 |
| 2012-06-30 | $2.3M | 49k | 46.30 |
| 2011-12-31 | $974k | 21k | 46.31 |