Southern Company shares owned by Richard C. Young & Co
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Richard C. Young & Co
from 13F filings
Historical chart of Richard C. Young & Co investment in Southern Company
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Quarterly reported holdings in Southern Company by Richard C. Young & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 222k | 90.18 |
| 2024-06-30 | $17M | 218k | 77.57 |
| 2024-03-31 | $15M | 214k | 71.74 |
| 2023-12-31 | $15M | 216k | 70.12 |
| 2023-09-30 | $14M | 212k | 64.72 |
| 2023-06-30 | $15M | 211k | 70.25 |
| 2023-03-31 | $14M | 207k | 69.58 |
| 2022-12-31 | $15M | 206k | 71.41 |
| 2022-09-30 | $14M | 208k | 68.00 |
| 2022-06-30 | $15M | 208k | 71.31 |
| 2022-03-31 | $15M | 205k | 72.51 |
| 2021-12-31 | $14M | 203k | 68.58 |
| 2021-09-30 | $12M | 196k | 61.97 |
| 2021-06-30 | $12M | 190k | 60.51 |
| 2021-03-31 | $11M | 184k | 62.16 |
| 2020-12-31 | $11M | 174k | 61.43 |
| 2020-09-30 | $9.1M | 168k | 54.22 |
| 2015-09-30 | $534k | 12k | 44.70 |
| 2015-06-30 | $5.2M | 123k | 41.90 |
| 2015-03-31 | $6.5M | 146k | 44.28 |
| 2014-12-31 | $7.1M | 144k | 49.11 |
| 2014-09-30 | $6.1M | 140k | 43.65 |
| 2014-06-30 | $6.2M | 137k | 45.38 |
| 2014-03-31 | $5.5M | 126k | 43.94 |
| 2013-12-31 | $4.3M | 105k | 41.11 |
| 2013-09-30 | $4.3M | 105k | 41.18 |
| 2013-06-30 | $3.8M | 86k | 44.13 |