Southern Company shares owned by D L Carlson Investment Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by D L Carlson Investment Group
from 13F filings
Historical chart of D L Carlson Investment Group investment in Southern Company
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Quarterly reported holdings in Southern Company by D L Carlson Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 24k | 94.77 |
| 2025-06-30 | $2.2M | 24k | 91.83 |
| 2025-03-31 | $2.1M | 23k | 91.95 |
| 2024-12-31 | $1.9M | 23k | 82.32 |
| 2024-09-30 | $2.1M | 23k | 90.18 |
| 2024-06-30 | $1.8M | 23k | 77.57 |
| 2024-03-31 | $1.0M | 15k | 71.74 |
| 2023-12-31 | $1.0M | 15k | 66.83 |
| 2023-09-30 | $1.8M | 28k | 64.72 |
| 2023-06-30 | $2.8M | 40k | 70.25 |
| 2023-03-31 | $2.7M | 38k | 69.58 |
| 2022-12-31 | $3.2M | 44k | 71.42 |
| 2022-09-30 | $3.2M | 47k | 67.99 |
| 2022-06-30 | $3.3M | 47k | 71.31 |
| 2022-03-31 | $3.3M | 45k | 72.51 |
| 2021-12-31 | $3.1M | 45k | 68.58 |
| 2021-09-30 | $2.8M | 45k | 61.97 |
| 2021-06-30 | $2.7M | 45k | 60.51 |
| 2021-03-31 | $2.7M | 44k | 62.15 |
| 2013-03-31 | $4.3M | 92k | 46.92 |
| 2012-12-31 | $4.8M | 112k | 42.81 |
| 2012-09-30 | $5.3M | 116k | 46.09 |
| 2012-06-30 | $5.4M | 116k | 46.30 |
| 2012-03-31 | $5.4M | 119k | 44.93 |
| 2011-12-31 | $5.5M | 118k | 46.29 |
| 2011-09-30 | $4.9M | 116k | 42.37 |
| 2011-06-30 | $4.0M | 99k | 40.38 |
| 2011-03-31 | $1.8M | 48k | 38.11 |
More positions owned by D L Carlson Investment Group
View all positions for D L Carlson Investment Group