Southern Company shares owned by OZ Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by OZ Management
from 13F filings
Historical chart of OZ Management investment in Southern Company
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Quarterly reported holdings in Southern Company by OZ Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.1M | 36k | 87.20 |
| 2014-12-31 | $20M | 406k | 49.11 |
| 2014-09-30 | $22M | 504k | 43.65 |
| 2014-06-30 | $354M | 7.8M | 45.38 |
| 2014-03-31 | $24M | 545k | 43.95 |
| 2013-12-31 | $46M | 1.1M | 41.11 |
| 2013-09-30 | $46M | 1.1M | 41.18 |
| 2013-06-30 | $35M | 801k | 44.13 |
| 2013-03-31 | $29M | 620k | 46.92 |
| 2012-12-31 | $65M | 1.5M | 42.81 |
| 2012-09-30 | $66M | 1.4M | 46.09 |
| 2012-06-30 | $73M | 1.6M | 46.30 |
| 2012-03-31 | $84M | 1.9M | 44.93 |
| 2011-12-31 | $59M | 1.3M | 46.29 |
| 2011-09-30 | $19M | 450k | 42.38 |
| 2011-06-30 | $39M | 962k | 40.38 |
| 2011-03-31 | $29M | 759k | 38.11 |