Southern Company shares owned by Holderness Investments
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Holderness Investments
from 13F filings
Historical chart of Holderness Investments investment in Southern Company
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Quarterly reported holdings in Southern Company by Holderness Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 29k | 94.77 |
| 2025-06-30 | $2.7M | 30k | 91.83 |
| 2025-03-31 | $2.8M | 31k | 91.95 |
| 2024-12-31 | $2.5M | 31k | 82.32 |
| 2024-09-30 | $2.8M | 31k | 90.18 |
| 2024-06-30 | $2.4M | 31k | 77.57 |
| 2024-03-31 | $2.2M | 31k | 71.74 |
| 2023-09-30 | $1.5M | 23k | 64.72 |
| 2023-06-30 | $1.6M | 23k | 70.25 |
| 2023-03-31 | $1.6M | 23k | 69.58 |
| 2022-12-31 | $1.7M | 24k | 71.41 |
| 2022-09-30 | $1.6M | 24k | 67.99 |
| 2022-06-30 | $1.7M | 24k | 71.32 |
| 2022-03-31 | $1.8M | 24k | 72.51 |
| 2021-12-31 | $1.5M | 22k | 68.59 |
| 2021-09-30 | $1.4M | 22k | 61.96 |
| 2021-06-30 | $1.5M | 25k | 60.51 |
| 2021-03-31 | $1.6M | 25k | 62.18 |
| 2020-12-31 | $1.4M | 23k | 61.45 |
| 2020-09-30 | $1.3M | 24k | 54.24 |
| 2020-06-30 | $1.4M | 27k | 51.87 |
| 2020-03-31 | $1.4M | 26k | 54.15 |
| 2019-12-31 | $1.7M | 27k | 63.70 |
| 2019-09-30 | $1.5M | 25k | 61.77 |
| 2019-06-30 | $1.0M | 19k | 55.29 |
| 2019-03-31 | $921k | 18k | 51.68 |
| 2018-12-31 | $780k | 18k | 43.89 |
| 2018-09-30 | $768k | 18k | 43.63 |
| 2018-06-30 | $754k | 16k | 46.32 |
| 2018-03-31 | $720k | 16k | 44.65 |
| 2017-12-31 | $774k | 16k | 48.08 |
| 2017-09-30 | $776k | 16k | 49.12 |
| 2017-06-30 | $756k | 16k | 47.86 |
| 2017-03-31 | $766k | 15k | 49.76 |
| 2016-12-31 | $560k | 11k | 49.17 |
| 2016-09-30 | $589k | 12k | 51.29 |
| 2016-06-30 | $625k | 12k | 53.61 |
| 2016-03-31 | $630k | 12k | 51.73 |
| 2015-12-31 | $574k | 12k | 46.81 |
| 2015-09-30 | $578k | 13k | 44.74 |
| 2015-06-30 | $520k | 12k | 41.89 |
| 2015-03-31 | $555k | 13k | 44.26 |
| 2014-12-31 | $615k | 13k | 49.04 |
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