Southern Company shares owned by Family Legacy
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Family Legacy
from 13F filings
Historical chart of Family Legacy investment in Southern Company
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Quarterly reported holdings in Southern Company by Family Legacy
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $3.3M | 36k | 91.95 |
| 2024-12-31 | $3.0M | 36k | 83.02 |
| 2024-09-30 | $3.3M | 36k | 90.18 |
| 2024-06-30 | $2.8M | 37k | 77.57 |
| 2024-03-31 | $2.6M | 37k | 71.74 |
| 2023-12-31 | $2.6M | 38k | 70.12 |
| 2023-09-30 | $2.4M | 38k | 64.72 |
| 2023-06-30 | $2.6M | 38k | 70.25 |
| 2023-03-31 | $2.6M | 38k | 69.58 |
| 2022-12-31 | $2.5M | 37k | 67.26 |
| 2022-09-30 | $2.5M | 37k | 67.99 |
| 2022-06-30 | $2.7M | 37k | 71.97 |
| 2022-03-31 | $2.7M | 37k | 72.52 |
| 2021-12-31 | $2.5M | 37k | 67.66 |
| 2021-09-30 | $2.2M | 36k | 62.57 |
| 2021-06-30 | $2.3M | 36k | 62.97 |
| 2021-03-31 | $2.2M | 36k | 62.15 |
| 2020-12-31 | $2.2M | 36k | 61.44 |
| 2020-09-30 | $2.2M | 41k | 54.23 |
| 2020-06-30 | $2.1M | 41k | 51.86 |
| 2020-03-31 | $2.3M | 42k | 54.13 |
| 2019-12-31 | $2.6M | 42k | 62.60 |
| 2019-09-30 | $2.7M | 44k | 60.71 |
| 2019-06-30 | $2.2M | 39k | 55.27 |
| 2019-03-31 | $2.0M | 39k | 51.52 |
| 2018-12-31 | $1.7M | 39k | 43.92 |
| 2018-09-30 | $1.7M | 39k | 43.60 |
| 2018-06-30 | $1.9M | 41k | 46.31 |
| 2018-03-31 | $1.8M | 41k | 44.66 |
| 2017-12-31 | $2.0M | 41k | 48.10 |
| 2017-09-30 | $1.4M | 29k | 49.12 |
| 2017-06-30 | $2.0M | 41k | 47.89 |
| 2017-03-31 | $2.1M | 42k | 49.79 |