Southern Company shares owned by Heritage Investors Management Corp.
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Heritage Investors Management Corp.
from 13F filings
Historical chart of Heritage Investors Management Corp. investment in Southern Company
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Quarterly reported holdings in Southern Company by Heritage Investors Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $498k | 5.2k | 96.59 |
| 2022-12-31 | $309k | 4.3k | 71.48 |
| 2022-09-30 | $294k | 4.3k | 68.01 |
| 2022-06-30 | $345k | 4.8k | 71.38 |
| 2022-03-31 | $415k | 5.7k | 72.59 |
| 2021-12-31 | $406k | 5.9k | 68.62 |
| 2021-09-30 | $367k | 5.9k | 62.02 |
| 2021-06-30 | $346k | 5.7k | 60.52 |
| 2021-03-31 | $355k | 5.7k | 62.10 |
| 2020-12-31 | $359k | 5.8k | 61.45 |
| 2020-09-30 | $329k | 6.1k | 54.14 |
| 2020-06-30 | $325k | 6.3k | 51.78 |
| 2020-03-31 | $340k | 6.3k | 54.17 |
| 2019-12-31 | $415k | 6.5k | 63.73 |
| 2019-09-30 | $466k | 7.5k | 61.83 |
| 2019-06-30 | $459k | 8.3k | 55.29 |
| 2019-03-31 | $640k | 12k | 51.65 |
| 2018-12-31 | $671k | 15k | 43.89 |
| 2018-09-30 | $672k | 15k | 43.59 |
| 2018-06-30 | $816k | 18k | 46.32 |
| 2018-03-31 | $795k | 18k | 44.68 |
| 2017-12-31 | $734k | 15k | 48.08 |
| 2017-09-30 | $780k | 16k | 49.15 |
| 2017-06-30 | $744k | 16k | 47.89 |
| 2017-03-31 | $783k | 16k | 49.76 |
| 2016-12-31 | $785k | 16k | 49.20 |
| 2016-09-30 | $818k | 16k | 51.27 |
| 2016-06-30 | $883k | 17k | 53.63 |
| 2016-03-31 | $796k | 15k | 51.73 |
| 2015-12-31 | $831k | 18k | 46.78 |
| 2015-09-30 | $763k | 17k | 44.72 |
| 2015-06-30 | $744k | 18k | 41.89 |
| 2015-03-31 | $787k | 18k | 44.31 |
| 2014-12-31 | $903k | 18k | 49.09 |
| 2014-09-30 | $881k | 20k | 43.65 |
| 2014-06-30 | $913k | 20k | 45.40 |
| 2014-03-31 | $963k | 22k | 43.95 |
| 2013-12-31 | $925k | 23k | 41.09 |
| 2013-09-30 | $976k | 24k | 41.18 |
| 2013-06-30 | $994k | 23k | 44.11 |
| 2013-03-31 | $1.1M | 23k | 46.91 |
| 2012-12-31 | $913k | 21k | 42.80 |
| 2012-09-30 | $874k | 19k | 46.11 |
| 2012-06-30 | $884k | 19k | 46.28 |
| 2012-03-31 | $864k | 19k | 44.93 |
| 2011-12-31 | $916k | 20k | 46.27 |
| 2011-09-30 | $865k | 20k | 42.36 |
| 2011-06-30 | $828k | 21k | 40.39 |
| 2011-03-31 | $787k | 21k | 38.11 |
More positions owned by Heritage Investors Management Corp.
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