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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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All positions including Southern Company held by Mackenzie Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Mackenzie Financial

Quarter filed Position value Share count Share price at filing
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