Southern Company shares owned by Pathstone Family Office
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Pathstone Family Office
from 13F filings
Historical chart of Pathstone Family Office investment in Southern Company
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All positions including Southern Company held by Pathstone Family Office consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Pathstone Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $6.3M | 98k | 64.75 |
| 2023-06-30 | $4.4M | 62k | 71.12 |
| 2023-03-31 | $4.1M | 60k | 67.97 |
| 2022-12-31 | $6.6M | 81k | 81.42 |
| 2022-09-30 | $5.4M | 80k | 68.04 |
| 2022-06-30 | $5.5M | 78k | 71.31 |
| 2022-03-31 | $3.4M | 46k | 72.79 |
| 2021-12-31 | $3.2M | 46k | 68.57 |
| 2021-09-30 | $2.9M | 46k | 61.96 |
| 2021-06-30 | $2.8M | 47k | 60.51 |
| 2021-03-31 | $510k | 8.2k | 62.22 |
| 2020-12-31 | $455k | 7.4k | 61.51 |
| 2020-09-30 | $390k | 7.2k | 54.10 |
| 2020-06-30 | $304k | 5.9k | 51.94 |
| 2020-03-31 | $175k | 3.2k | 54.14 |
| 2019-12-31 | $3.8M | 5.9k | 637.01 |
| 2019-09-30 | $361k | 5.9k | 61.68 |
| 2019-06-30 | $346k | 6.3k | 55.33 |
| 2019-03-31 | $330k | 6.4k | 51.68 |
| 2018-12-31 | $142k | 3.2k | 43.98 |
| 2018-09-30 | $141k | 3.2k | 43.67 |
| 2018-03-31 | $146k | 3.3k | 44.65 |
| 2017-12-31 | $157k | 3.3k | 48.01 |
| 2017-09-30 | $159k | 3.2k | 49.24 |
| 2017-06-30 | $2.1M | 3.3k | 623.27 |
| 2017-03-31 | $170k | 3.4k | 49.96 |
| 2016-09-30 | $172k | 3.3k | 51.40 |
| 2016-06-30 | $184k | 3.4k | 53.47 |
| 2016-03-31 | $178k | 3.4k | 51.73 |
| 2015-12-31 | $151k | 3.2k | 46.76 |
| 2015-09-30 | $144k | 3.2k | 44.60 |
| 2015-06-30 | $135k | 3.2k | 41.81 |
| 2015-03-31 | $143k | 3.2k | 44.29 |
| 2014-12-31 | $20k | 400 | 50.00 |
| 2014-09-30 | $17k | 400 | 42.50 |
| 2014-06-30 | $18k | 400 | 45.00 |
| 2014-03-31 | $18k | 400 | 45.00 |
| 2013-12-31 | $16k | 400 | 40.00 |
| 2013-09-30 | $16k | 400 | 40.00 |
| 2013-06-30 | $18k | 400 | 45.00 |
| 2012-12-31 | $17k | 400 | 42.50 |
| 2012-09-30 | $18k | 400 | 45.00 |
| 2012-06-30 | $19k | 400 | 47.50 |
| 2012-03-31 | $18k | 400 | 45.00 |
| 2011-12-31 | $19k | 400 | 47.50 |
| 2011-09-30 | $17k | 400 | 42.50 |
| 2011-06-30 | $16k | 400 | 40.00 |
| 2011-03-31 | $15k | 400 | 37.50 |