Southern Company shares owned by Donaldson Capital Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Donaldson Capital Management
from 13F filings
Historical chart of Donaldson Capital Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Donaldson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $53M | 563k | 94.77 |
| 2025-06-30 | $1.8M | 20k | 91.83 |
| 2025-03-31 | $1.8M | 20k | 91.95 |
| 2024-12-31 | $1.7M | 21k | 82.32 |
| 2024-09-30 | $1.9M | 21k | 90.18 |
| 2024-06-30 | $1.8M | 23k | 77.57 |
| 2024-03-31 | $1.9M | 26k | 71.74 |
| 2023-12-31 | $2.0M | 29k | 70.12 |
| 2023-09-30 | $2.0M | 31k | 64.72 |
| 2023-06-30 | $42M | 591k | 70.25 |
| 2023-03-31 | $39M | 555k | 69.58 |
| 2022-12-31 | $34M | 481k | 71.41 |
| 2022-09-30 | $35M | 521k | 68.00 |
| 2022-06-30 | $16M | 217k | 71.31 |
| 2022-03-31 | $1.5M | 21k | 72.52 |
| 2021-12-31 | $1.5M | 22k | 68.56 |
| 2021-09-30 | $1.4M | 22k | 61.96 |
| 2021-06-30 | $1.7M | 28k | 60.52 |
| 2021-03-31 | $2.0M | 32k | 62.16 |
| 2020-12-31 | $33M | 542k | 61.43 |
| 2020-09-30 | $22M | 409k | 54.22 |
| 2020-06-30 | $21M | 410k | 51.85 |
| 2020-03-31 | $21M | 379k | 54.14 |
| 2019-12-31 | $705k | 11k | 63.69 |
| 2019-09-30 | $594k | 9.6k | 61.79 |
| 2019-06-30 | $431k | 7.8k | 55.28 |
| 2019-03-31 | $415k | 8.0k | 51.74 |
| 2018-12-31 | $359k | 8.2k | 43.96 |
| 2018-09-30 | $420k | 9.6k | 43.56 |
| 2018-06-30 | $336k | 7.3k | 46.24 |
| 2018-03-31 | $337k | 7.5k | 44.69 |
| 2017-12-31 | $443k | 9.2k | 48.13 |
| 2017-09-30 | $449k | 9.1k | 49.15 |
| 2017-06-30 | $484k | 10k | 47.87 |
| 2017-03-31 | $579k | 12k | 49.75 |
| 2016-12-31 | $554k | 11k | 49.18 |
| 2016-09-30 | $577k | 11k | 51.32 |
| 2016-06-30 | $612k | 11k | 53.63 |
| 2016-03-31 | $571k | 11k | 51.77 |
| 2015-12-31 | $580k | 12k | 46.80 |
| 2015-09-30 | $566k | 13k | 44.73 |
| 2015-06-30 | $522k | 13k | 41.91 |
| 2015-03-31 | $518k | 12k | 44.27 |
| 2014-12-31 | $618k | 13k | 49.15 |
| 2014-09-30 | $583k | 13k | 43.67 |
| 2014-06-30 | $841k | 19k | 45.37 |
| 2014-03-31 | $715k | 16k | 43.96 |
| 2013-12-31 | $842k | 21k | 41.10 |
| 2013-09-30 | $914k | 22k | 41.19 |
| 2013-06-30 | $1.0M | 24k | 44.13 |
| 2013-03-31 | $11M | 224k | 46.92 |
| 2012-12-31 | $8.8M | 206k | 42.81 |
| 2012-09-30 | $9.5M | 205k | 46.09 |
| 2012-06-30 | $9.4M | 203k | 46.30 |
| 2012-03-31 | $9.2M | 204k | 44.93 |
| 2011-12-31 | $9.6M | 207k | 46.29 |
| 2011-09-30 | $8.4M | 198k | 42.37 |
| 2011-06-30 | $6.4M | 159k | 40.38 |
| 2011-03-31 | $5.7M | 151k | 38.11 |
| 2010-12-31 | $5.5M | 145k | 38.23 |
| 2010-09-30 | $6.4M | 171k | 37.24 |
| 2010-06-30 | $3.5M | 106k | 33.28 |
| 2010-03-31 | $3.5M | 105k | 33.16 |
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