Oakworth Capital »

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

Tip: Access up to 7 years of quarterly data

All positions including Southern Company held by Oakworth Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Southern Company by Oakworth Capital

Quarter filed Position value Share count Share price at filing
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