Southern Company shares owned by McRae Capital Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by McRae Capital Management
from 13F filings
Historical chart of McRae Capital Management investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by McRae Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by McRae Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 31k | 94.77 |
| 2025-06-30 | $2.8M | 31k | 91.83 |
| 2025-03-31 | $2.8M | 31k | 91.95 |
| 2024-12-31 | $2.9M | 35k | 82.32 |
| 2024-09-30 | $3.2M | 35k | 90.18 |
| 2024-06-30 | $2.7M | 35k | 77.57 |
| 2024-03-31 | $2.7M | 37k | 71.74 |
| 2023-12-31 | $2.6M | 37k | 70.12 |
| 2023-09-30 | $2.5M | 38k | 64.72 |
| 2023-06-30 | $2.7M | 39k | 70.25 |
| 2023-03-31 | $2.7M | 39k | 69.58 |
| 2022-12-31 | $2.9M | 41k | 71.41 |
| 2022-09-30 | $3.0M | 44k | 68.00 |
| 2022-06-30 | $4.1M | 57k | 71.31 |
| 2022-03-31 | $4.6M | 64k | 72.51 |
| 2021-12-31 | $5.3M | 78k | 68.58 |
| 2021-09-30 | $4.6M | 74k | 61.96 |
| 2021-06-30 | $4.3M | 71k | 60.52 |
| 2021-03-31 | $4.4M | 71k | 62.16 |
| 2020-12-31 | $3.5M | 57k | 61.43 |
| 2020-09-30 | $1.8M | 33k | 54.23 |
| 2020-06-30 | $662k | 13k | 51.86 |
| 2020-03-31 | $691k | 13k | 54.14 |
| 2019-12-31 | $752k | 12k | 63.73 |
| 2019-09-30 | $828k | 13k | 61.79 |
| 2019-06-30 | $807k | 15k | 55.27 |
| 2019-03-31 | $765k | 15k | 51.69 |
| 2018-12-31 | $729k | 17k | 43.92 |
| 2018-09-30 | $737k | 17k | 43.61 |
| 2018-06-30 | $847k | 18k | 46.28 |
| 2018-03-31 | $817k | 18k | 44.64 |
| 2017-12-31 | $880k | 18k | 48.09 |
| 2017-09-30 | $939k | 19k | 49.16 |
| 2017-06-30 | $1.0M | 21k | 47.89 |
| 2017-03-31 | $1.1M | 21k | 49.77 |
| 2016-12-31 | $1.1M | 21k | 49.21 |
| 2016-09-30 | $1.1M | 22k | 51.30 |
| 2016-06-30 | $1.5M | 27k | 53.62 |
| 2016-03-31 | $1.7M | 32k | 51.74 |
| 2015-12-31 | $1.5M | 32k | 46.79 |
| 2015-09-30 | $1.4M | 32k | 44.70 |
| 2015-06-30 | $1.3M | 31k | 41.89 |
| 2015-03-31 | $1.4M | 31k | 44.29 |
| 2014-12-31 | $1.7M | 34k | 49.10 |
| 2014-09-30 | $1.5M | 34k | 43.64 |
| 2014-06-30 | $1.6M | 35k | 45.39 |
| 2014-03-31 | $1.5M | 35k | 43.95 |
| 2013-12-31 | $1.4M | 35k | 41.11 |
| 2013-09-30 | $1.5M | 35k | 41.19 |
| 2013-06-30 | $1.6M | 36k | 44.12 |
| 2013-03-31 | $1.7M | 36k | 46.92 |
| 2012-12-31 | $1.5M | 36k | 42.82 |
| 2012-09-30 | $1.6M | 35k | 46.10 |
| 2012-06-30 | $1.6M | 35k | 46.30 |
| 2012-03-31 | $1.6M | 35k | 44.94 |
| 2011-12-31 | $1.6M | 35k | 46.30 |
| 2011-09-30 | $1.5M | 35k | 42.37 |
| 2011-06-30 | $1.4M | 35k | 40.37 |
| 2011-03-31 | $1.5M | 38k | 38.11 |