Southern Company shares owned by Gotham Asset Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Gotham Asset Management
from 13F filings
Historical chart of Gotham Asset Management investment in Southern Company
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All positions including Southern Company held by Gotham Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Gotham Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 129k | 94.77 |
| 2025-06-30 | $3.9M | 42k | 91.83 |
| 2025-03-31 | $9.7M | 105k | 91.95 |
| 2024-12-31 | $17M | 209k | 82.32 |
| 2024-09-30 | $4.0M | 44k | 90.18 |
| 2024-06-30 | $610k | 7.9k | 77.57 |
| 2024-03-31 | $396k | 5.5k | 71.74 |
| 2023-12-31 | $387k | 5.5k | 70.12 |
| 2023-09-30 | $364k | 5.6k | 64.72 |
| 2023-06-30 | $477k | 6.8k | 70.25 |
| 2023-03-31 | $1.3M | 19k | 69.58 |
| 2022-12-31 | $5.8M | 81k | 71.41 |
| 2022-09-30 | $4.0M | 59k | 68.00 |
| 2022-06-30 | $1.0M | 15k | 71.31 |
| 2022-03-31 | $2.7M | 37k | 72.52 |
| 2021-12-31 | $243k | 3.5k | 68.53 |
| 2021-09-30 | $645k | 10k | 61.93 |
| 2021-06-30 | $599k | 9.9k | 60.49 |
| 2021-03-31 | $1.7M | 27k | 62.14 |
| 2020-12-31 | $1.9M | 32k | 61.43 |
| 2020-09-30 | $589k | 11k | 54.21 |
| 2020-06-30 | $4.7M | 91k | 51.85 |
| 2020-03-31 | $4.3M | 80k | 54.14 |
| 2019-12-31 | $18M | 274k | 63.70 |
| 2019-09-30 | $3.0M | 48k | 61.76 |
| 2019-06-30 | $3.1M | 57k | 55.29 |
| 2019-03-31 | $2.8M | 54k | 51.68 |
| 2018-12-31 | $13M | 302k | 43.92 |
| 2018-09-30 | $6.8M | 157k | 43.60 |
| 2018-06-30 | $1.1M | 24k | 46.32 |
| 2018-03-31 | $7.1M | 159k | 44.66 |
| 2017-12-31 | $826k | 17k | 48.07 |
| 2017-06-30 | $525k | 11k | 47.85 |
| 2017-03-31 | $355k | 7.1k | 49.79 |