Southern Company shares owned by Mackenzie Financial
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Mackenzie Financial
from 13F filings
Historical chart of Mackenzie Financial investment in Southern Company
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Quarterly reported holdings in Southern Company by Mackenzie Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $66M | 732k | 90.18 |
| 2024-06-30 | $24M | 313k | 77.57 |
| 2024-03-31 | $24M | 336k | 71.74 |
| 2023-12-31 | $30M | 434k | 70.12 |
| 2023-09-30 | $32M | 498k | 64.03 |
| 2023-06-30 | $54M | 759k | 70.57 |
| 2023-03-31 | $46M | 662k | 69.58 |
| 2022-12-31 | $56M | 785k | 71.41 |
| 2022-09-30 | $60M | 882k | 68.00 |
| 2022-06-30 | $63M | 876k | 71.31 |
| 2022-03-31 | $66M | 907k | 72.51 |
| 2021-12-31 | $46M | 668k | 68.58 |
| 2021-09-30 | $38M | 610k | 61.97 |
| 2021-06-30 | $35M | 572k | 60.51 |
| 2021-03-31 | $33M | 536k | 62.16 |
| 2020-12-31 | $15M | 251k | 61.43 |
| 2020-09-30 | $12M | 230k | 54.22 |
| 2020-06-30 | $14M | 266k | 51.85 |
| 2020-03-31 | $8.0M | 147k | 54.14 |
| 2019-12-31 | $5.3M | 83k | 63.70 |
| 2019-09-30 | $2.8M | 46k | 61.76 |
| 2019-06-30 | $2.5M | 46k | 55.27 |
| 2019-03-31 | $15M | 293k | 51.68 |
| 2018-12-31 | $2.2M | 51k | 43.92 |
| 2018-09-30 | $2.2M | 51k | 43.60 |
| 2018-06-30 | $986k | 21k | 46.29 |
| 2018-03-31 | $799k | 18k | 44.68 |
| 2017-12-31 | $786k | 16k | 48.07 |
| 2017-09-30 | $674k | 14k | 49.14 |
| 2017-06-30 | $980k | 21k | 47.86 |
| 2017-03-31 | $901k | 18k | 49.77 |
| 2016-12-31 | $877k | 18k | 49.21 |
| 2016-09-30 | $810k | 16k | 51.28 |
| 2016-06-30 | $5.9M | 109k | 53.63 |
| 2016-03-31 | $5.0M | 97k | 51.73 |
| 2015-12-31 | $3.7M | 79k | 46.79 |
| 2015-09-30 | $3.0M | 66k | 44.70 |
| 2015-06-30 | $2.4M | 58k | 41.90 |
| 2015-03-31 | $2.2M | 50k | 44.28 |
| 2014-12-31 | $1.7M | 34k | 49.11 |
| 2014-09-30 | $953k | 22k | 43.63 |
| 2014-06-30 | $842k | 19k | 45.36 |
| 2013-09-30 | $2.7M | 65k | 41.17 |
| 2013-06-30 | $2.1M | 47k | 44.12 |