Southern Company shares owned by Dimensional Fund Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Dimensional Fund Advisors
from 13F filings
Historical chart of Dimensional Fund Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Dimensional Fund Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $239M | 2.5M | 94.77 |
| 2025-06-30 | $230M | 2.5M | 91.83 |
| 2025-03-31 | $229M | 2.5M | 91.95 |
| 2024-12-31 | $201M | 2.4M | 82.32 |
| 2024-09-30 | $214M | 2.4M | 90.18 |
| 2024-06-30 | $185M | 2.4M | 77.57 |
| 2024-03-31 | $150M | 2.1M | 71.74 |
| 2023-12-31 | $139M | 2.0M | 70.12 |
| 2023-09-30 | $127M | 2.0M | 64.72 |
| 2023-06-30 | $139M | 2.0M | 70.25 |
| 2023-03-31 | $136M | 1.9M | 69.58 |
| 2022-12-31 | $138M | 1.9M | 71.41 |
| 2022-09-30 | $128M | 1.9M | 68.00 |
| 2022-06-30 | $135M | 1.9M | 71.31 |
| 2022-03-31 | $139M | 1.9M | 72.51 |
| 2021-12-31 | $132M | 1.9M | 68.58 |
| 2021-09-30 | $118M | 1.9M | 61.98 |
| 2021-06-30 | $116M | 1.9M | 60.51 |
| 2021-03-31 | $120M | 1.9M | 62.16 |
| 2020-12-31 | $120M | 1.9M | 61.42 |
| 2020-09-30 | $104M | 1.9M | 54.21 |
| 2020-06-30 | $98M | 1.9M | 51.85 |
| 2020-03-31 | $102M | 1.9M | 54.18 |
| 2019-12-31 | $119M | 1.9M | 63.70 |
| 2019-09-30 | $114M | 1.8M | 61.77 |
| 2019-06-30 | $103M | 1.9M | 55.28 |
| 2019-03-31 | $95M | 1.8M | 51.68 |
| 2018-12-31 | $84M | 1.9M | 43.92 |
| 2018-09-30 | $79M | 1.8M | 43.59 |
| 2018-06-30 | $83M | 1.8M | 46.31 |
| 2018-03-31 | $79M | 1.8M | 44.66 |
| 2017-12-31 | $84M | 1.7M | 48.09 |
| 2017-09-30 | $85M | 1.7M | 49.14 |
| 2017-06-30 | $83M | 1.7M | 47.88 |
| 2017-03-31 | $85M | 1.7M | 49.78 |
| 2016-12-31 | $80M | 1.6M | 49.19 |
| 2016-09-30 | $81M | 1.6M | 51.31 |
| 2016-06-30 | $78M | 1.5M | 53.62 |
| 2016-03-31 | $72M | 1.4M | 51.72 |
| 2015-12-31 | $63M | 1.3M | 46.79 |
| 2015-09-30 | $56M | 1.3M | 44.70 |
| 2015-03-31 | $49M | 1.1M | 44.28 |
| 2014-12-31 | $50M | 1.0M | 49.12 |
| 2014-09-30 | $43M | 973k | 43.65 |
| 2014-06-30 | $43M | 938k | 45.37 |
| 2014-03-31 | $39M | 896k | 43.93 |
| 2013-12-31 | $36M | 878k | 41.11 |
| 2013-09-30 | $36M | 877k | 41.18 |
| 2013-06-30 | $38M | 856k | 44.13 |