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Southern Company shares owned by Marietta Wealth Management

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Marietta Wealth Management from 13F filings

Historical chart of Marietta Wealth Management investment in Southern Company

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All positions including Southern Company held by Marietta Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Marietta Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 12k 90.18
2024-06-30 $975k 13k 77.57
2024-03-31 $630k 8.8k 71.74
2023-12-31 $615k 8.8k 70.12
2023-09-30 $441k 6.8k 64.72
2023-06-30 $602k 8.6k 70.25
2023-03-31 $474k 6.8k 69.58
2022-12-31 $492k 6.9k 71.41
2022-09-30 $469k 6.9k 68.05
2022-06-30 $491k 6.9k 71.24
2022-03-31 $500k 6.9k 72.55
2021-12-31 $473k 6.9k 68.63
2021-09-30 $450k 7.3k 62.02
2021-06-30 $481k 8.0k 60.46
2021-03-31 $451k 7.3k 62.12
2020-12-31 $446k 7.3k 61.47
2020-09-30 $568k 11k 54.25
2020-06-30 $543k 11k 51.86
2020-03-31 $604k 11k 54.17
2019-12-31 $639k 10k 63.70
2019-09-30 $620k 10k 61.80
2019-06-30 $573k 10k 55.29
2019-03-31 $598k 12k 51.68
2018-12-31 $1.7M 38k 43.91
2018-09-30 $2.1M 48k 43.60
2018-06-30 $2.2M 46k 46.32
2018-03-31 $2.0M 45k 44.66
2017-12-31 $2.0M 42k 48.10
2017-09-30 $2.1M 43k 49.13
2017-06-30 $2.0M 41k 47.89
2017-03-31 $1.9M 39k 49.78
2016-12-31 $1.5M 31k 49.18