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Southern Company shares owned by Martingale Asset Management

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

Historical chart of Martingale Asset Management investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Martingale Asset Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $6.9M 98k 70.25
2023-03-31 $13M 183k 69.58
2022-12-31 $19M 267k 71.41
2022-09-30 $19M 277k 68.00
2022-06-30 $20M 280k 71.31
2022-03-31 $24M 324k 72.51
2021-12-31 $23M 339k 68.58
2021-09-30 $21M 337k 61.97
2021-06-30 $24M 394k 60.51
2021-03-31 $23M 376k 62.16
2020-12-31 $21M 336k 61.43
2020-09-30 $19M 348k 54.22
2020-06-30 $18M 354k 51.85
2020-03-31 $19M 358k 54.14
2019-12-31 $28M 438k 63.70
2019-09-30 $31M 505k 61.77
2019-06-30 $28M 505k 55.28
2019-03-31 $13M 243k 51.68
2018-12-31 $1.0M 24k 43.93
2016-06-30 $2.1M 40k 53.64
2016-03-31 $2.9M 57k 51.74
2015-12-31 $3.4M 72k 46.80
2015-09-30 $4.8M 107k 44.71
2015-06-30 $6.0M 142k 41.90
2015-03-31 $7.2M 162k 44.28
2014-12-31 $6.1M 124k 49.11
2014-09-30 $3.1M 71k 43.66
2014-06-30 $3.0M 65k 45.39
2014-03-31 $2.6M 59k 43.95
2013-12-31 $2.4M 59k 41.12
2013-09-30 $3.3M 79k 41.19
2013-06-30 $3.2M 72k 44.14
2013-03-31 $3.2M 68k 46.92
2012-12-31 $3.1M 72k 42.82
2012-09-30 $4.2M 92k 46.09
2012-03-31 $3.3M 73k 44.93
2011-12-31 $4.7M 102k 46.30
2011-09-30 $1.5M 34k 42.38