Southern Company shares owned by Essex Financial Services
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Essex Financial Services
from 13F filings
Historical chart of Essex Financial Services investment in Southern Company
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Quarterly reported holdings in Southern Company by Essex Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 39k | 94.77 |
| 2025-06-30 | $3.6M | 39k | 91.83 |
| 2025-03-31 | $3.7M | 40k | 91.95 |
| 2024-12-31 | $3.5M | 42k | 82.32 |
| 2024-09-30 | $3.8M | 41k | 93.07 |
| 2024-06-30 | $3.3M | 43k | 77.57 |
| 2024-03-31 | $2.5M | 34k | 71.74 |
| 2023-12-31 | $2.5M | 36k | 70.12 |
| 2023-09-30 | $2.3M | 36k | 64.72 |
| 2023-06-30 | $2.4M | 34k | 70.25 |
| 2023-03-31 | $2.3M | 34k | 69.58 |
| 2022-12-31 | $2.4M | 34k | 71.40 |
| 2022-09-30 | $2.4M | 35k | 68.01 |
| 2022-06-30 | $2.4M | 34k | 71.31 |
| 2022-03-31 | $2.2M | 32k | 68.58 |
| 2021-12-31 | $2.2M | 32k | 68.58 |
| 2021-09-30 | $2.1M | 33k | 61.96 |
| 2021-06-30 | $1.8M | 29k | 62.17 |
| 2021-03-31 | $1.8M | 29k | 62.17 |
| 2020-12-31 | $1.6M | 27k | 61.41 |
| 2020-09-30 | $1.3M | 25k | 54.25 |
| 2020-06-30 | $949k | 18k | 51.87 |
| 2020-03-31 | $980k | 18k | 54.12 |
| 2019-12-31 | $1.2M | 19k | 63.68 |
| 2019-09-30 | $1.2M | 19k | 61.75 |
| 2019-06-30 | $1.1M | 20k | 55.28 |
| 2019-03-31 | $1.0M | 20k | 51.66 |
| 2018-12-31 | $855k | 20k | 43.92 |
| 2018-09-30 | $1.1M | 26k | 43.60 |
| 2018-06-30 | $1.2M | 27k | 46.32 |
| 2018-03-31 | $1.1M | 25k | 44.66 |
| 2017-12-31 | $2.2M | 46k | 48.10 |
| 2017-09-30 | $2.3M | 48k | 49.14 |
| 2017-06-30 | $2.4M | 49k | 47.87 |
| 2017-03-31 | $2.7M | 54k | 49.77 |
| 2016-12-31 | $2.8M | 57k | 49.19 |
| 2016-09-30 | $3.0M | 58k | 51.31 |
| 2016-06-30 | $3.1M | 57k | 53.63 |
| 2016-03-31 | $3.1M | 59k | 51.72 |
| 2015-12-31 | $2.8M | 61k | 46.79 |
| 2015-09-30 | $2.8M | 62k | 44.69 |
| 2015-06-30 | $2.5M | 60k | 41.91 |
| 2015-03-31 | $2.7M | 60k | 44.28 |
| 2014-12-31 | $3.1M | 63k | 49.12 |
| 2014-09-30 | $1.8M | 41k | 43.64 |
| 2014-06-30 | $1.9M | 41k | 45.37 |
| 2014-03-31 | $2.0M | 46k | 43.93 |
| 2013-12-31 | $2.0M | 48k | 41.11 |
| 2013-09-30 | $2.2M | 54k | 41.19 |
| 2013-06-30 | $2.8M | 63k | 44.13 |
| 2013-03-31 | $3.0M | 63k | 46.92 |
| 2012-12-31 | $2.2M | 52k | 42.81 |
| 2012-09-30 | $2.4M | 53k | 46.09 |
| 2012-06-30 | $2.4M | 51k | 46.31 |
| 2012-03-31 | $1.9M | 42k | 44.94 |
| 2011-09-30 | $1.7M | 41k | 42.36 |
| 2011-06-30 | $1.6M | 39k | 40.38 |
| 2011-03-31 | $1.5M | 39k | 38.11 |