Southern Company shares owned by Patten & Patten
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten investment in Southern Company
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Quarterly reported holdings in Southern Company by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.5M | 21k | 70.12 |
| 2023-09-30 | $1.3M | 21k | 64.72 |
| 2023-06-30 | $1.4M | 20k | 70.25 |
| 2023-03-31 | $1.4M | 20k | 69.58 |
| 2022-12-31 | $1.4M | 19k | 71.44 |
| 2022-09-30 | $1.3M | 19k | 68.00 |
| 2022-06-30 | $1.4M | 19k | 71.31 |
| 2022-03-31 | $1.4M | 19k | 72.49 |
| 2021-12-31 | $1.3M | 19k | 68.57 |
| 2021-09-30 | $1.2M | 20k | 61.95 |
| 2021-06-30 | $1.0M | 17k | 60.53 |
| 2021-03-31 | $1.3M | 20k | 62.15 |
| 2020-12-31 | $1.3M | 21k | 61.45 |
| 2020-09-30 | $1.1M | 20k | 54.22 |
| 2020-06-30 | $859k | 17k | 51.85 |
| 2020-03-31 | $893k | 17k | 54.15 |
| 2019-12-31 | $938k | 15k | 63.71 |
| 2019-09-30 | $864k | 14k | 61.75 |
| 2019-06-30 | $739k | 13k | 55.30 |
| 2019-03-31 | $691k | 13k | 51.71 |
| 2018-12-31 | $569k | 13k | 43.89 |
| 2018-09-30 | $565k | 13k | 43.58 |
| 2018-06-30 | $647k | 14k | 46.33 |
| 2018-03-31 | $694k | 16k | 44.65 |
| 2017-12-31 | $850k | 18k | 48.09 |
| 2017-09-30 | $888k | 18k | 49.12 |
| 2017-06-30 | $769k | 16k | 47.86 |
| 2017-03-31 | $600k | 12k | 49.78 |
| 2016-12-31 | $350k | 7.1k | 49.13 |
| 2016-09-30 | $330k | 6.4k | 51.37 |
| 2016-03-31 | $284k | 5.5k | 51.72 |
| 2015-12-31 | $257k | 5.5k | 46.80 |
| 2015-03-31 | $221k | 5.0k | 44.28 |
| 2014-12-31 | $245k | 5.0k | 49.09 |
| 2014-03-31 | $293k | 6.7k | 44.01 |
| 2013-12-31 | $274k | 6.7k | 41.16 |
| 2013-09-30 | $303k | 7.4k | 41.17 |
| 2013-06-30 | $317k | 7.2k | 44.11 |
| 2013-03-31 | $355k | 7.6k | 46.95 |
| 2012-12-31 | $334k | 7.8k | 42.75 |
| 2012-09-30 | $360k | 7.8k | 46.08 |
| 2012-06-30 | $380k | 8.2k | 46.30 |
| 2012-03-31 | $377k | 8.4k | 44.93 |
| 2011-12-31 | $388k | 8.4k | 46.24 |
| 2011-09-30 | $356k | 8.4k | 42.43 |
| 2011-06-30 | $339k | 8.4k | 40.40 |
| 2011-03-31 | $320k | 8.4k | 38.14 |