Southern Company shares owned by Twin Capital Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Twin Capital Management
from 13F filings
Historical chart of Twin Capital Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Twin Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $843k | 12k | 70.12 |
| 2023-09-30 | $768k | 12k | 64.72 |
| 2023-06-30 | $902k | 13k | 70.25 |
| 2023-03-31 | $901k | 13k | 69.58 |
| 2022-12-31 | $994k | 14k | 71.42 |
| 2022-09-30 | $927k | 14k | 67.99 |
| 2022-06-30 | $982k | 14k | 71.28 |
| 2022-03-31 | $999k | 14k | 72.51 |
| 2021-12-31 | $1.1M | 16k | 68.56 |
| 2021-09-30 | $965k | 16k | 61.95 |
| 2021-06-30 | $1.0M | 17k | 60.53 |
| 2021-03-31 | $1.1M | 18k | 62.15 |
| 2020-12-31 | $1.4M | 23k | 61.45 |
| 2020-09-30 | $1.3M | 24k | 54.23 |
| 2020-06-30 | $1.3M | 25k | 51.85 |
| 2020-03-31 | $1.4M | 25k | 54.12 |
| 2019-12-31 | $1.6M | 25k | 63.72 |
| 2019-09-30 | $1.2M | 20k | 61.78 |
| 2019-06-30 | $923k | 17k | 55.27 |
| 2019-03-31 | $871k | 17k | 51.69 |
| 2018-12-31 | $698k | 16k | 43.93 |
| 2018-09-30 | $702k | 16k | 43.63 |
| 2018-06-30 | $745k | 16k | 46.30 |
| 2018-03-31 | $748k | 17k | 44.68 |
| 2017-12-31 | $805k | 17k | 48.09 |
| 2017-09-30 | $823k | 17k | 49.16 |
| 2017-06-30 | $813k | 17k | 47.85 |
| 2017-03-31 | $847k | 17k | 49.76 |
| 2016-12-31 | $1.3M | 26k | 49.20 |
| 2016-09-30 | $1.2M | 24k | 51.30 |
| 2016-06-30 | $1.3M | 24k | 53.65 |
| 2016-03-31 | $1.3M | 25k | 51.71 |
| 2015-12-31 | $1.1M | 24k | 46.81 |
| 2015-09-30 | $1.2M | 26k | 44.71 |
| 2015-06-30 | $541k | 13k | 41.91 |
| 2015-03-31 | $572k | 13k | 44.31 |
| 2014-12-31 | $636k | 13k | 49.07 |
| 2014-09-30 | $509k | 12k | 43.69 |
| 2014-06-30 | $499k | 11k | 45.40 |
| 2013-12-31 | $200k | 4.9k | 41.07 |
| 2013-09-30 | $419k | 10k | 41.20 |
| 2013-06-30 | $472k | 11k | 44.11 |
| 2013-03-31 | $333k | 7.1k | 46.90 |
| 2012-12-31 | $1.3M | 31k | 42.81 |
| 2012-09-30 | $2.6M | 57k | 46.09 |
| 2012-06-30 | $2.6M | 56k | 46.31 |
| 2012-03-31 | $2.5M | 55k | 44.94 |
| 2011-12-31 | $2.7M | 57k | 46.29 |
| 2011-09-30 | $2.4M | 56k | 42.38 |
| 2011-06-30 | $2.2M | 54k | 40.37 |
| 2011-03-31 | $1.9M | 49k | 38.11 |
| 2010-12-31 | $2.0M | 53k | 38.23 |