Southern Company shares owned by O'shaughnessy Asset Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by O'shaughnessy Asset Management
from 13F filings
Historical chart of O'shaughnessy Asset Management investment in Southern Company
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Quarterly reported holdings in Southern Company by O'shaughnessy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 232k | 94.77 |
| 2025-06-30 | $23M | 245k | 91.83 |
| 2025-03-31 | $21M | 223k | 91.95 |
| 2024-12-31 | $16M | 191k | 82.32 |
| 2024-09-30 | $15M | 170k | 89.84 |
| 2024-06-30 | $12M | 150k | 77.57 |
| 2024-03-31 | $8.5M | 119k | 71.74 |
| 2023-12-31 | $7.2M | 103k | 70.12 |
| 2023-09-30 | $6.2M | 96k | 64.72 |
| 2023-06-30 | $6.2M | 88k | 70.25 |
| 2023-03-31 | $4.3M | 61k | 69.58 |
| 2022-12-31 | $3.9M | 54k | 71.41 |
| 2022-09-30 | $4.5M | 66k | 68.00 |
| 2022-06-30 | $1.8M | 25k | 71.31 |
| 2022-03-31 | $1.3M | 19k | 72.49 |
| 2021-12-31 | $862k | 13k | 68.58 |
| 2021-09-30 | $760k | 12k | 61.99 |
| 2021-06-30 | $679k | 11k | 60.47 |
| 2021-03-31 | $617k | 9.9k | 62.20 |
| 2020-12-31 | $591k | 9.6k | 61.48 |
| 2020-09-30 | $389k | 7.2k | 54.16 |
| 2020-06-30 | $291k | 5.6k | 51.80 |
| 2020-03-31 | $31k | 573 | 54.10 |
| 2019-12-31 | $94k | 1.5k | 63.82 |
| 2019-09-30 | $0 | 5 | 0.00 |
| 2019-06-30 | $0 | 2 | 0.00 |
| 2015-09-30 | $5.0k | 102 | 49.02 |
More positions owned by O'shaughnessy Asset Management
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