Southern Company shares owned by TD Capital Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by TD Capital Management
from 13F filings
Historical chart of TD Capital Management investment in Southern Company
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Quarterly reported holdings in Southern Company by TD Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $126k | 1.3k | 94.78 |
| 2025-06-30 | $122k | 1.3k | 91.85 |
| 2025-03-31 | $105k | 1.1k | 91.93 |
| 2024-12-31 | $94k | 1.1k | 82.32 |
| 2024-09-30 | $103k | 1.1k | 90.19 |
| 2024-06-30 | $42k | 546 | 77.62 |
| 2024-03-31 | $38k | 546 | 70.17 |
| 2023-12-31 | $38k | 546 | 70.17 |
| 2023-09-30 | $35k | 546 | 64.76 |
| 2023-06-30 | $38k | 546 | 70.30 |
| 2023-03-31 | $38k | 546 | 69.63 |
| 2022-12-31 | $18k | 246 | 71.52 |
| 2022-09-30 | $17k | 246 | 69.11 |
| 2021-12-31 | $17k | 246 | 69.11 |
| 2021-09-30 | $15k | 246 | 60.98 |
| 2021-06-30 | $15k | 246 | 60.98 |
| 2021-03-31 | $15k | 246 | 60.98 |
| 2020-12-31 | $15k | 246 | 60.98 |
| 2020-09-30 | $13k | 246 | 52.85 |
| 2020-06-30 | $8.0k | 146 | 54.79 |
| 2020-03-31 | $8.0k | 146 | 54.79 |
| 2019-12-31 | $9.0k | 146 | 61.64 |
| 2019-09-30 | $9.0k | 146 | 61.64 |
| 2019-06-30 | $8.0k | 146 | 54.79 |
| 2019-03-31 | $8.0k | 146 | 54.79 |
| 2018-12-31 | $6.0k | 146 | 41.10 |
| 2018-09-30 | $4.0k | 101 | 39.60 |
| 2017-09-30 | $14k | 276 | 50.72 |
| 2017-06-30 | $13k | 276 | 47.10 |
| 2017-03-31 | $15k | 306 | 49.02 |
| 2016-12-31 | $15k | 306 | 49.02 |
| 2016-09-30 | $16k | 306 | 52.29 |
| 2016-06-30 | $15k | 277 | 54.15 |
| 2016-03-31 | $83k | 1.6k | 51.88 |
| 2015-12-31 | $75k | 1.6k | 46.88 |
| 2015-09-30 | $72k | 1.6k | 45.00 |
| 2015-06-30 | $67k | 1.6k | 41.88 |
| 2015-03-31 | $78k | 1.8k | 44.02 |
| 2014-12-31 | $87k | 1.8k | 49.10 |
| 2014-09-30 | $77k | 1.8k | 43.45 |
| 2014-06-30 | $80k | 1.8k | 45.15 |
| 2014-03-31 | $78k | 1.8k | 44.02 |
| 2013-12-31 | $72k | 1.8k | 41.12 |
| 2013-09-30 | $71k | 1.7k | 41.06 |
| 2013-06-30 | $84k | 1.9k | 43.98 |