Southern Company shares owned by P.J. Schmidt Investment Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by P.J. Schmidt Investment Management
from 13F filings
Historical chart of P.J. Schmidt Investment Management investment in Southern Company
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Quarterly reported holdings in Southern Company by P.J. Schmidt Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $235k | 2.6k | 90.18 |
| 2024-06-30 | $206k | 2.7k | 77.57 |
| 2023-09-30 | $359k | 5.4k | 66.44 |
| 2023-06-30 | $404k | 5.6k | 72.61 |
| 2023-03-31 | $420k | 5.7k | 73.51 |
| 2022-12-31 | $397k | 5.6k | 71.41 |
| 2022-09-30 | $358k | 5.6k | 64.45 |
| 2022-06-30 | $438k | 5.6k | 78.85 |
| 2022-03-31 | $408k | 5.6k | 73.45 |
| 2021-12-31 | $386k | 5.6k | 69.49 |
| 2021-09-30 | $352k | 5.6k | 63.37 |
| 2021-06-30 | $355k | 5.6k | 63.91 |
| 2021-03-31 | $362k | 5.6k | 65.17 |
| 2020-12-31 | $345k | 5.9k | 58.92 |
| 2020-09-30 | $353k | 5.9k | 60.29 |
| 2020-06-30 | $392k | 7.6k | 51.81 |
| 2020-03-31 | $405k | 7.5k | 54.20 |
| 2019-12-31 | $486k | 7.6k | 63.76 |
| 2019-09-30 | $471k | 7.6k | 61.79 |
| 2019-06-30 | $460k | 8.3k | 55.28 |
| 2019-03-31 | $424k | 8.2k | 51.64 |
| 2018-12-31 | $285k | 6.5k | 43.85 |
| 2018-09-30 | $283k | 6.5k | 43.54 |
| 2018-06-30 | $301k | 6.5k | 46.31 |
| 2018-03-31 | $348k | 7.8k | 44.62 |
| 2017-12-31 | $409k | 8.5k | 48.12 |
| 2017-09-30 | $418k | 8.5k | 49.18 |
| 2017-06-30 | $455k | 9.5k | 47.89 |
| 2017-03-31 | $590k | 12k | 49.79 |
| 2016-12-31 | $583k | 12k | 49.20 |
| 2016-09-30 | $682k | 13k | 51.28 |
| 2016-06-30 | $697k | 13k | 53.62 |
| 2016-03-31 | $660k | 13k | 51.76 |
| 2015-12-31 | $664k | 14k | 46.76 |
| 2015-09-30 | $635k | 14k | 44.72 |
| 2015-06-30 | $958k | 23k | 41.89 |
| 2015-03-31 | $1.1M | 24k | 44.28 |
| 2014-12-31 | $1.3M | 27k | 49.10 |
| 2014-09-30 | $1.2M | 28k | 43.66 |
| 2014-06-30 | $1.7M | 38k | 45.37 |
| 2014-03-31 | $2.1M | 47k | 43.94 |
| 2013-12-31 | $2.0M | 50k | 41.11 |
| 2013-09-30 | $2.1M | 51k | 41.19 |
| 2013-06-30 | $2.3M | 53k | 44.13 |
| 2013-03-31 | $2.3M | 50k | 46.92 |
| 2012-12-31 | $2.2M | 52k | 42.80 |
| 2012-09-30 | $2.4M | 53k | 46.08 |
| 2012-06-30 | $2.4M | 52k | 46.30 |
| 2012-03-31 | $2.4M | 53k | 44.93 |
| 2011-12-31 | $2.4M | 53k | 46.29 |
| 2011-09-30 | $2.2M | 52k | 42.38 |
| 2011-06-30 | $2.0M | 51k | 40.37 |
| 2011-03-31 | $1.9M | 49k | 38.12 |
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