Southern Company shares owned by Rossmore Private Capital
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Rossmore Private Capital
from 13F filings
Historical chart of Rossmore Private Capital investment in Southern Company
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Quarterly reported holdings in Southern Company by Rossmore Private Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $287k | 3.0k | 94.76 |
| 2025-06-30 | $278k | 3.0k | 91.82 |
| 2025-03-31 | $291k | 3.2k | 91.94 |
| 2024-12-31 | $260k | 3.2k | 82.32 |
| 2024-09-30 | $385k | 4.3k | 90.18 |
| 2024-06-30 | $245k | 3.2k | 77.57 |
| 2024-03-31 | $227k | 3.2k | 71.74 |
| 2023-12-31 | $222k | 3.2k | 70.12 |
| 2023-09-30 | $205k | 3.2k | 64.72 |
| 2023-06-30 | $209k | 3.0k | 70.25 |
| 2023-03-31 | $344k | 4.9k | 69.58 |
| 2022-12-31 | $323k | 4.5k | 71.41 |
| 2022-09-30 | $333k | 4.9k | 67.97 |
| 2022-06-30 | $331k | 4.6k | 71.26 |
| 2022-03-31 | $346k | 4.8k | 72.42 |
| 2021-12-31 | $327k | 4.8k | 68.65 |
| 2021-09-30 | $283k | 4.6k | 61.89 |
| 2021-06-30 | $277k | 4.6k | 60.57 |
| 2021-03-31 | $280k | 4.5k | 62.25 |
| 2020-12-31 | $624k | 10k | 61.40 |
| 2020-09-30 | $382k | 7.0k | 54.28 |
| 2020-06-30 | $323k | 6.2k | 51.85 |
| 2017-12-31 | $10k | 208 | 48.09 |