Southern Company shares owned by Klingman & Associates
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in Southern Company
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Quarterly reported holdings in Southern Company by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $457k | 5.2k | 87.20 |
| 2025-09-30 | $435k | 4.6k | 94.77 |
| 2025-06-30 | $378k | 4.1k | 91.83 |
| 2025-03-31 | $361k | 3.9k | 91.95 |
| 2024-12-31 | $316k | 3.8k | 82.32 |
| 2024-09-30 | $327k | 3.6k | 90.18 |
| 2024-06-30 | $278k | 3.6k | 77.57 |
| 2024-03-31 | $270k | 3.8k | 71.74 |
| 2023-12-31 | $264k | 3.8k | 70.12 |
| 2023-09-30 | $241k | 3.7k | 64.72 |
| 2023-06-30 | $396k | 5.6k | 70.25 |
| 2023-03-31 | $393k | 5.6k | 69.58 |
| 2022-12-31 | $403k | 5.6k | 71.41 |
| 2022-09-30 | $372k | 5.5k | 68.08 |
| 2022-06-30 | $387k | 5.4k | 71.38 |
| 2022-03-31 | $395k | 5.5k | 72.42 |
| 2021-03-31 | $204k | 3.3k | 62.23 |
| 2016-09-30 | $64k | 1.2k | 51.53 |
| 2016-06-30 | $67k | 1.2k | 53.95 |
| 2016-03-31 | $73k | 1.4k | 51.55 |
| 2015-12-31 | $66k | 1.4k | 46.61 |
| 2015-09-30 | $63k | 1.4k | 44.49 |
| 2015-06-30 | $59k | 1.4k | 41.67 |
| 2015-03-31 | $63k | 1.4k | 44.49 |
| 2014-12-31 | $69k | 1.4k | 48.73 |