Southern Company shares owned by Morgan Stanley
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Morgan Stanley
from 13F filings
Historical chart of Morgan Stanley investment in Southern Company
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Quarterly reported holdings in Southern Company by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $865M | 11M | 77.57 |
| 2024-03-31 | $797M | 11M | 71.74 |
| 2023-12-31 | $742M | 11M | 70.12 |
| 2023-09-30 | $635M | 9.8M | 64.72 |
| 2023-06-30 | $665M | 9.5M | 70.25 |
| 2022-12-31 | $656M | 9.2M | 71.41 |
| 2022-06-30 | $621M | 8.7M | 71.55 |
| 2022-03-31 | $364M | 5.0M | 72.51 |
| 2021-06-30 | $329M | 5.4M | 60.52 |
| 2020-12-31 | $281M | 4.6M | 61.30 |
| 2020-09-30 | $184M | 3.4M | 54.42 |
| 2020-06-30 | $167M | 3.2M | 51.85 |
| 2020-03-31 | $157M | 2.9M | 54.14 |
| 2019-12-31 | $199M | 3.1M | 63.66 |
| 2019-09-30 | $186M | 3.0M | 61.76 |
| 2019-03-31 | $183M | 3.2M | 57.97 |
| 2018-12-31 | $250M | 5.7M | 43.93 |
| 2018-09-30 | $252M | 5.8M | 43.60 |
| 2018-06-30 | $228M | 4.9M | 46.31 |
| 2018-03-31 | $163M | 3.7M | 44.66 |
| 2017-12-31 | $265M | 5.5M | 48.09 |
| 2017-03-31 | $275M | 5.5M | 49.78 |
| 2016-12-31 | $263M | 5.3M | 49.21 |
| 2016-09-30 | $266M | 5.2M | 51.32 |
| 2016-06-30 | $326M | 6.1M | 53.63 |
| 2016-03-31 | $171M | 3.3M | 51.75 |
| 2015-12-31 | $162M | 3.5M | 46.80 |
| 2015-09-30 | $143M | 3.2M | 44.66 |
| 2015-06-30 | $121M | 2.9M | 41.90 |
| 2014-12-31 | $176M | 3.6M | 49.16 |
| 2014-09-30 | $147M | 3.4M | 43.64 |
| 2014-06-30 | $156M | 3.4M | 45.39 |
| 2014-03-31 | $148M | 3.4M | 43.93 |
| 2013-12-31 | $128M | 3.1M | 41.14 |
| 2013-09-30 | $158M | 3.8M | 41.06 |