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Southern Company shares owned by GW & Wade

Quarter-by-quarter ownership of Southern Company (SO) shares owned by GW & Wade from 13F filings

Historical chart of GW & Wade investment in Southern Company

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All positions including Southern Company held by GW & Wade consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 231k 70.12
2023-09-30 $15M 227k 64.72
2023-06-30 $16M 225k 70.25
2023-03-31 $16M 223k 69.58
2022-12-31 $21M 298k 71.41
2022-09-30 $20M 293k 68.00
2022-06-30 $21M 288k 71.31
2022-03-31 $21M 286k 72.51
2021-12-31 $20M 285k 68.58
2021-09-30 $18M 283k 61.97
2021-06-30 $17M 282k 60.51
2021-03-31 $17M 276k 62.16
2020-12-31 $17M 279k 61.43
2020-09-30 $15M 282k 54.22
2020-06-30 $16M 312k 51.85
2020-03-31 $17M 322k 54.14
2019-12-31 $19M 301k 63.70
2019-09-30 $18M 291k 61.77
2019-06-30 $16M 292k 55.28
2019-03-31 $10M 197k 51.68
2018-12-31 $6.3M 144k 43.92
2018-09-30 $6.1M 140k 43.60
2018-06-30 $6.4M 137k 46.31
2018-03-31 $5.9M 133k 44.66
2017-12-31 $6.2M 128k 48.09
2017-09-30 $6.2M 126k 49.14
2017-06-30 $6.0M 125k 47.88
2017-03-31 $6.3M 127k 49.78
2016-12-31 $3.8M 77k 49.20
2016-09-30 $4.6M 90k 51.31
2016-06-30 $4.7M 87k 53.63
2016-03-31 $4.3M 83k 51.73
2015-12-31 $2.9M 63k 46.79
2015-09-30 $2.7M 61k 44.70
2015-06-30 $2.5M 61k 41.90
2015-03-31 $2.8M 62k 44.28
2014-12-31 $3.5M 71k 49.10
2014-09-30 $3.1M 72k 43.65
2014-06-30 $3.0M 66k 45.38
2014-03-31 $2.8M 64k 43.93
2013-12-31 $2.6M 63k 41.11
2013-09-30 $2.6M 63k 41.18
2013-06-30 $2.7M 62k 44.13
2013-03-31 $2.9M 62k 46.92