Southern Company shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $901k | 14k | 64.72 |
| 2023-06-30 | $1.1M | 15k | 70.25 |
| 2023-03-31 | $1.2M | 17k | 69.58 |
| 2022-12-31 | $1.1M | 15k | 71.41 |
| 2022-09-30 | $1.2M | 17k | 68.09 |
| 2022-06-30 | $1.3M | 18k | 71.32 |
| 2022-03-31 | $1.3M | 18k | 72.49 |
| 2021-12-31 | $1.3M | 19k | 68.70 |
| 2021-09-30 | $1.2M | 19k | 61.95 |
| 2021-06-30 | $1.1M | 19k | 60.49 |
| 2021-03-31 | $1.4M | 23k | 62.14 |
| 2020-12-31 | $1.4M | 23k | 61.57 |
| 2020-09-30 | $1.2M | 23k | 54.33 |
| 2020-06-30 | $1.3M | 25k | 51.77 |
| 2020-03-31 | $1.4M | 25k | 54.15 |
| 2019-12-31 | $1.6M | 25k | 63.76 |
| 2019-09-30 | $1.7M | 28k | 61.75 |
| 2019-06-30 | $1.6M | 29k | 55.28 |
| 2019-03-31 | $1.1M | 21k | 51.66 |
| 2018-12-31 | $961k | 22k | 43.94 |
| 2018-09-30 | $1.0M | 24k | 43.62 |
| 2018-06-30 | $1.0M | 23k | 46.28 |
| 2018-03-31 | $534k | 12k | 44.60 |
| 2017-12-31 | $606k | 13k | 48.10 |
| 2017-09-30 | $582k | 12k | 49.15 |
| 2017-06-30 | $607k | 13k | 47.89 |
| 2017-03-31 | $931k | 19k | 49.73 |
| 2016-12-31 | $941k | 19k | 49.22 |
| 2016-09-30 | $919k | 18k | 51.28 |
| 2016-06-30 | $882k | 17k | 53.57 |
| 2016-03-31 | $845k | 16k | 51.68 |
| 2015-12-31 | $564k | 12k | 46.75 |
| 2015-09-30 | $509k | 11k | 44.58 |
| 2015-06-30 | $510k | 12k | 42.02 |
| 2015-03-31 | $554k | 13k | 44.28 |
| 2014-12-31 | $492k | 10k | 49.21 |
| 2014-09-30 | $544k | 13k | 43.63 |
| 2014-06-30 | $613k | 14k | 45.53 |
| 2014-03-31 | $574k | 13k | 44.00 |
| 2013-12-31 | $249k | 6.1k | 41.16 |
| 2013-09-30 | $340k | 8.3k | 41.21 |
| 2013-06-30 | $403k | 9.2k | 44.04 |
| 2013-03-31 | $629k | 13k | 46.94 |
| 2012-09-30 | $815k | 16k | 50.00 |
| 2012-03-31 | $72k | 1.8k | 40.00 |
| 2011-12-31 | $90k | 1.8k | 50.00 |
| 2011-09-30 | $52k | 1.3k | 40.00 |
| 2011-06-30 | $36k | 895 | 40.00 |
| 2011-03-31 | $30k | 739 | 40.00 |
| 2010-12-31 | $15k | 370 | 40.00 |
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