Southern Company shares owned by Oakworth Capital
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Oakworth Capital
from 13F filings
Historical chart of Oakworth Capital investment in Southern Company
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All positions including Southern Company held by Oakworth Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Oakworth Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.6M | 32k | 82.32 |
| 2024-09-30 | $4.4M | 49k | 90.18 |
| 2024-06-30 | $4.0M | 52k | 77.57 |
| 2024-03-31 | $3.6M | 50k | 71.74 |
| 2023-12-31 | $3.5M | 50k | 70.12 |
| 2023-09-30 | $3.5M | 53k | 64.72 |
| 2023-06-30 | $3.9M | 56k | 70.25 |
| 2023-03-31 | $3.7M | 54k | 69.58 |
| 2022-12-31 | $3.6M | 51k | 71.41 |
| 2022-09-30 | $3.0M | 45k | 67.99 |
| 2022-06-30 | $2.9M | 40k | 71.31 |
| 2022-03-31 | $2.8M | 38k | 72.51 |
| 2021-12-31 | $2.2M | 31k | 68.57 |
| 2021-09-30 | $2.0M | 33k | 61.96 |
| 2021-06-30 | $2.2M | 37k | 60.52 |
| 2021-03-31 | $2.0M | 33k | 62.17 |
| 2020-12-31 | $1.9M | 31k | 61.45 |
| 2020-09-30 | $1.7M | 32k | 54.21 |
| 2020-06-30 | $1.6M | 32k | 51.87 |
| 2020-03-31 | $1.6M | 30k | 54.15 |
| 2019-12-31 | $1.6M | 26k | 62.60 |
| 2019-09-30 | $1.6M | 25k | 61.78 |
| 2019-06-30 | $1.6M | 29k | 55.27 |
| 2019-03-31 | $1.6M | 31k | 51.70 |
| 2018-12-31 | $1.4M | 32k | 43.91 |
| 2018-09-30 | $1.5M | 34k | 43.60 |
| 2018-06-30 | $1.7M | 36k | 46.32 |
| 2018-03-31 | $1.6M | 34k | 46.10 |
| 2017-12-31 | $2.1M | 41k | 51.19 |
| 2017-09-30 | $2.0M | 42k | 48.26 |
| 2017-06-30 | $1.7M | 37k | 47.89 |
| 2017-03-31 | $1.8M | 36k | 49.76 |
| 2016-12-31 | $1.5M | 33k | 46.80 |
| 2016-09-30 | $1.3M | 25k | 51.30 |
| 2016-06-30 | $1.3M | 26k | 49.42 |
| 2016-03-31 | $1.4M | 27k | 51.74 |
| 2015-12-31 | $1.2M | 26k | 46.76 |
| 2015-09-30 | $611k | 14k | 44.71 |
| 2015-06-30 | $630k | 14k | 45.39 |
| 2015-03-31 | $605k | 14k | 44.27 |
| 2014-12-31 | $661k | 14k | 49.12 |
| 2014-09-30 | $631k | 14k | 44.37 |
| 2014-06-30 | $630k | 14k | 45.39 |
| 2014-03-31 | $554k | 13k | 43.96 |
| 2013-12-31 | $324k | 7.9k | 41.14 |