Southern Company shares owned by Johnson Financial Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Johnson Financial Group
from 13F filings
Historical chart of Johnson Financial Group investment in Southern Company
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Quarterly reported holdings in Southern Company by Johnson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 16k | 94.77 |
| 2025-06-30 | $1.7M | 18k | 91.83 |
| 2025-03-31 | $1.5M | 16k | 91.95 |
| 2024-12-31 | $998k | 12k | 83.95 |
| 2024-09-30 | $339k | 3.8k | 90.18 |
| 2024-06-30 | $320k | 4.1k | 77.58 |
| 2024-03-31 | $346k | 4.8k | 71.74 |
| 2023-12-31 | $139k | 2.0k | 70.12 |
| 2023-09-30 | $49k | 753 | 64.72 |
| 2023-06-30 | $22k | 309 | 70.25 |
| 2023-03-31 | $29k | 409 | 69.58 |
| 2022-12-31 | $29k | 409 | 71.41 |
| 2022-09-30 | $27k | 409 | 66.01 |
| 2022-06-30 | $51k | 709 | 71.93 |
| 2022-03-31 | $51k | 709 | 71.93 |
| 2021-12-31 | $49k | 709 | 69.11 |
| 2021-09-30 | $25k | 409 | 61.12 |
| 2021-06-30 | $55k | 909 | 60.51 |
| 2021-03-31 | $69k | 1.1k | 62.22 |
| 2020-12-31 | $68k | 1.1k | 61.32 |
| 2020-09-30 | $71k | 1.3k | 54.24 |
| 2020-06-30 | $68k | 1.3k | 51.95 |
| 2020-03-31 | $125k | 2.3k | 54.14 |
| 2019-12-31 | $83k | 1.3k | 63.41 |
| 2019-09-30 | $328k | 5.5k | 60.00 |
| 2019-06-30 | $291k | 5.5k | 53.33 |
| 2019-03-31 | $280k | 5.4k | 51.77 |
| 2018-12-31 | $262k | 6.0k | 43.94 |
| 2018-09-30 | $242k | 5.5k | 43.69 |
| 2018-06-30 | $255k | 5.5k | 46.35 |
| 2018-03-31 | $323k | 8.1k | 40.00 |
| 2017-12-31 | $354k | 7.3k | 48.14 |
| 2017-09-30 | $360k | 7.3k | 49.03 |
| 2017-06-30 | $379k | 7.9k | 47.70 |
| 2017-03-31 | $415k | 8.3k | 49.91 |
| 2016-12-31 | $377k | 7.7k | 49.03 |
| 2016-09-30 | $393k | 7.7k | 51.24 |
| 2016-06-30 | $424k | 7.9k | 53.45 |
| 2016-03-31 | $405k | 7.8k | 51.68 |
| 2015-12-31 | $367k | 7.8k | 46.82 |
| 2015-09-30 | $160k | 3.6k | 44.61 |
| 2015-06-30 | $140k | 3.3k | 41.96 |
| 2015-03-31 | $154k | 3.5k | 44.17 |
| 2014-12-31 | $173k | 3.5k | 49.51 |
| 2014-09-30 | $153k | 3.5k | 43.73 |
| 2014-06-30 | $159k | 3.5k | 45.49 |
| 2014-03-31 | $154k | 3.5k | 44.00 |
| 2013-12-31 | $144k | 3.5k | 41.14 |
| 2013-09-30 | $110k | 2.7k | 41.20 |
| 2013-06-30 | $127k | 2.9k | 44.24 |
| 2011-03-31 | $125k | 3.3k | 38.10 |