Southern Company shares owned by Joel R Mogy Investment Counsel
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Joel R Mogy Investment Counsel
from 13F filings
Historical chart of Joel R Mogy Investment Counsel investment in Southern Company
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Quarterly reported holdings in Southern Company by Joel R Mogy Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $373k | 3.9k | 94.77 |
| 2025-06-30 | $361k | 3.9k | 91.83 |
| 2025-03-31 | $362k | 3.9k | 91.95 |
| 2024-12-31 | $332k | 4.0k | 82.32 |
| 2024-09-30 | $364k | 4.0k | 90.18 |
| 2024-06-30 | $414k | 5.3k | 77.57 |
| 2024-03-31 | $512k | 7.1k | 71.74 |
| 2023-12-31 | $500k | 7.1k | 70.12 |
| 2023-09-30 | $539k | 8.3k | 64.72 |
| 2023-06-30 | $1.4M | 20k | 70.25 |
| 2023-03-31 | $1.5M | 22k | 69.58 |
| 2022-12-31 | $1.5M | 22k | 71.41 |
| 2022-09-30 | $1.5M | 22k | 67.98 |
| 2022-06-30 | $1.5M | 22k | 71.30 |
| 2022-03-31 | $1.6M | 22k | 72.50 |
| 2021-12-31 | $1.5M | 22k | 68.57 |
| 2021-09-30 | $1.4M | 23k | 61.96 |
| 2021-06-30 | $1.4M | 23k | 60.52 |
| 2021-03-31 | $1.6M | 26k | 62.14 |
| 2020-12-31 | $1.6M | 26k | 61.42 |
| 2020-09-30 | $1.4M | 26k | 54.22 |
| 2020-06-30 | $1.4M | 27k | 51.85 |
| 2020-03-31 | $1.4M | 27k | 54.15 |
| 2019-12-31 | $1.7M | 27k | 63.69 |
| 2019-09-30 | $1.6M | 27k | 61.77 |
| 2019-06-30 | $1.5M | 27k | 55.29 |
| 2019-03-31 | $1.6M | 32k | 51.67 |
| 2018-12-31 | $1.4M | 33k | 43.92 |
| 2018-09-30 | $1.5M | 35k | 43.61 |
| 2018-06-30 | $1.6M | 35k | 46.30 |
| 2018-03-31 | $1.6M | 35k | 44.66 |
| 2017-12-31 | $1.7M | 36k | 48.10 |
| 2017-09-30 | $1.8M | 36k | 49.15 |
| 2017-06-30 | $1.7M | 36k | 47.89 |
| 2017-03-31 | $1.8M | 36k | 49.78 |
| 2016-12-31 | $2.0M | 40k | 49.20 |
| 2016-09-30 | $2.0M | 40k | 51.30 |
| 2016-06-30 | $2.2M | 42k | 53.62 |
| 2016-03-31 | $2.2M | 42k | 51.74 |
| 2015-12-31 | $2.0M | 4.2k | 467.95 |
| 2015-09-30 | $1.9M | 43k | 44.71 |
| 2015-06-30 | $1.8M | 44k | 41.90 |
| 2015-03-31 | $2.0M | 45k | 44.28 |
| 2014-12-31 | $2.2M | 45k | 49.12 |
| 2014-09-30 | $2.0M | 45k | 43.65 |
| 2014-06-30 | $2.1M | 45k | 45.39 |
| 2014-03-31 | $2.0M | 45k | 43.94 |
| 2013-12-31 | $1.8M | 43k | 41.10 |
| 2013-09-30 | $1.7M | 40k | 41.18 |
| 2013-06-30 | $1.5M | 33k | 44.12 |
| 2013-03-31 | $1.6M | 34k | 46.93 |
| 2012-12-31 | $1.4M | 32k | 42.82 |
| 2012-09-30 | $1.5M | 32k | 46.09 |
| 2012-06-30 | $1.4M | 31k | 46.29 |
| 2012-03-31 | $1.4M | 31k | 44.92 |
| 2011-12-31 | $1.4M | 31k | 46.29 |
| 2011-03-31 | $1.1M | 29k | 38.12 |
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