Southern Company shares owned by Grimes & Company
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Grimes & Company
from 13F filings
Historical chart of Grimes & Company investment in Southern Company
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All positions including Southern Company held by Grimes & Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Grimes & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 15k | 90.18 |
| 2024-06-30 | $954k | 12k | 77.57 |
| 2024-03-31 | $952k | 13k | 71.74 |
| 2023-12-31 | $921k | 13k | 70.12 |
| 2023-09-30 | $837k | 13k | 64.72 |
| 2023-06-30 | $912k | 13k | 70.25 |
| 2023-03-31 | $904k | 13k | 69.58 |
| 2022-12-31 | $931k | 13k | 71.41 |
| 2022-09-30 | $614k | 9.0k | 67.97 |
| 2022-06-30 | $662k | 9.3k | 71.31 |
| 2022-03-31 | $654k | 9.0k | 72.48 |
| 2021-12-31 | $625k | 9.1k | 68.59 |
| 2021-09-30 | $561k | 9.1k | 61.92 |
| 2021-06-30 | $546k | 9.0k | 60.51 |
| 2021-03-31 | $567k | 9.1k | 62.15 |
| 2020-12-31 | $645k | 11k | 61.44 |
| 2020-09-30 | $569k | 11k | 54.20 |
| 2020-06-30 | $544k | 11k | 51.82 |
| 2020-03-31 | $563k | 10k | 54.15 |
| 2019-12-31 | $666k | 11k | 63.66 |
| 2019-09-30 | $624k | 10k | 61.79 |
| 2019-06-30 | $558k | 10k | 55.26 |
| 2019-03-31 | $528k | 10k | 51.65 |
| 2018-12-31 | $444k | 10k | 43.97 |
| 2018-09-30 | $440k | 10k | 43.57 |
| 2018-06-30 | $449k | 9.7k | 46.30 |
| 2018-03-31 | $430k | 9.6k | 44.67 |
| 2017-12-31 | $421k | 8.8k | 48.10 |
| 2017-09-30 | $393k | 8.0k | 49.16 |
| 2017-06-30 | $373k | 7.8k | 47.86 |
| 2017-03-31 | $388k | 7.8k | 49.78 |
| 2016-12-31 | $383k | 7.8k | 49.14 |
| 2016-09-30 | $400k | 7.8k | 51.32 |
| 2016-06-30 | $438k | 8.2k | 53.62 |
| 2016-03-31 | $428k | 8.3k | 51.76 |
| 2015-12-31 | $364k | 7.8k | 46.85 |
| 2015-09-30 | $347k | 7.8k | 44.66 |
| 2015-06-30 | $326k | 7.8k | 41.96 |
| 2015-03-31 | $388k | 8.8k | 44.27 |
| 2014-12-31 | $396k | 8.1k | 49.13 |
| 2014-09-30 | $439k | 10k | 43.66 |
| 2014-06-30 | $471k | 10k | 45.37 |
| 2014-03-31 | $406k | 9.2k | 43.95 |
| 2013-12-31 | $314k | 7.6k | 41.14 |
| 2013-09-30 | $314k | 7.6k | 41.17 |
| 2013-06-30 | $388k | 8.8k | 44.18 |
| 2013-03-31 | $425k | 9.1k | 46.87 |
| 2012-12-31 | $377k | 8.8k | 42.78 |
| 2012-09-30 | $464k | 10k | 46.05 |