Southern Company shares owned by Massachusetts Financial Services
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Massachusetts Financial Services
from 13F filings
Historical chart of Massachusetts Financial Services investment in Southern Company
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Quarterly reported holdings in Southern Company by Massachusetts Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9B | 20M | 94.77 |
| 2025-06-30 | $1.9B | 20M | 91.83 |
| 2025-03-31 | $1.9B | 21M | 91.95 |
| 2024-12-31 | $1.8B | 22M | 82.32 |
| 2024-09-30 | $2.3B | 25M | 90.18 |
| 2024-06-30 | $2.0B | 26M | 77.57 |
| 2024-03-31 | $1.9B | 26M | 71.74 |
| 2023-12-31 | $1.8B | 25M | 70.12 |
| 2023-09-30 | $1.7B | 26M | 64.72 |
| 2023-06-30 | $1.9B | 27M | 70.25 |
| 2023-03-31 | $1.9B | 27M | 69.58 |
| 2022-12-31 | $1.9B | 27M | 71.41 |
| 2022-09-30 | $1.9B | 28M | 68.00 |
| 2022-06-30 | $2.0B | 28M | 71.31 |
| 2022-03-31 | $2.1B | 29M | 72.51 |
| 2021-12-31 | $2.1B | 31M | 68.58 |
| 2021-09-30 | $1.9B | 31M | 61.97 |
| 2021-06-30 | $1.9B | 31M | 60.51 |
| 2021-03-31 | $2.0B | 32M | 62.16 |
| 2020-12-31 | $2.0B | 32M | 61.43 |
| 2020-09-30 | $1.6B | 29M | 54.22 |
| 2020-06-30 | $1.5B | 28M | 51.85 |
| 2020-03-31 | $1.5B | 27M | 54.14 |
| 2019-12-31 | $1.7B | 26M | 63.70 |
| 2019-09-30 | $1.6B | 25M | 61.77 |
| 2019-06-30 | $1.4B | 25M | 55.28 |
| 2019-03-31 | $1.1B | 22M | 51.68 |
| 2018-12-31 | $802M | 18M | 43.92 |
| 2018-09-30 | $795M | 18M | 43.60 |
| 2018-06-30 | $803M | 17M | 46.31 |
| 2018-03-31 | $661M | 15M | 44.66 |
| 2017-12-31 | $458M | 9.5M | 48.09 |
| 2017-09-30 | $108M | 2.2M | 49.14 |
| 2016-12-31 | $308k | 6.3k | 49.19 |
| 2016-09-30 | $55M | 1.1M | 51.30 |
| 2016-06-30 | $347k | 6.5k | 53.62 |
| 2016-03-31 | $257k | 5.0k | 51.76 |
| 2013-09-30 | $10M | 242k | 41.18 |
| 2013-06-30 | $13M | 286k | 44.13 |
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