Southern Company shares owned by Rafferty Asset Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Rafferty Asset Management
from 13F filings
Historical chart of Rafferty Asset Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Rafferty Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $12M | 125k | 95.71 |
| 2026-03-31 | $8.6M | 89k | 96.52 |
| 2025-12-31 | $11M | 121k | 87.20 |
| 2025-09-30 | $11M | 116k | 94.77 |
| 2025-06-30 | $11M | 118k | 91.83 |
| 2025-03-31 | $9.1M | 99k | 91.95 |
| 2024-12-31 | $10M | 123k | 82.32 |
| 2024-09-30 | $11M | 126k | 90.18 |
| 2024-03-31 | $9.0M | 126k | 71.74 |
| 2023-09-30 | $7.2M | 111k | 64.72 |
| 2023-06-30 | $7.0M | 100k | 70.25 |
| 2023-03-31 | $5.6M | 80k | 69.58 |
| 2022-12-31 | $5.1M | 71k | 71.41 |
| 2022-09-30 | $2.7M | 40k | 68.00 |
| 2022-06-30 | $783k | 11k | 71.34 |
| 2022-03-31 | $953k | 13k | 72.48 |
| 2021-12-31 | $1.8M | 26k | 68.56 |
| 2021-09-30 | $2.3M | 37k | 61.98 |
| 2021-06-30 | $1.4M | 24k | 60.51 |
| 2021-03-31 | $1.3M | 22k | 62.15 |
| 2020-12-31 | $1.5M | 25k | 61.44 |
| 2020-09-30 | $1.0M | 19k | 54.20 |
| 2020-06-30 | $1.4M | 28k | 51.86 |
| 2020-03-31 | $969k | 18k | 54.15 |
| 2019-12-31 | $658k | 10k | 63.75 |
| 2019-09-30 | $884k | 14k | 61.75 |
| 2019-06-30 | $447k | 8.1k | 55.29 |
| 2019-03-31 | $417k | 8.1k | 51.73 |
| 2015-03-31 | $241k | 5.4k | 44.30 |
| 2014-06-30 | $593k | 13k | 45.35 |
| 2011-12-31 | $216k | 4.7k | 46.30 |
| 2011-09-30 | $224k | 5.3k | 42.35 |