Southern Company shares owned by Wellington Management Company
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Wellington Management Company
from 13F filings
Historical chart of Wellington Management Company investment in Southern Company
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Quarterly reported holdings in Southern Company by Wellington Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $248M | 3.5M | 70.12 |
| 2023-09-30 | $168M | 2.6M | 64.72 |
| 2023-06-30 | $551M | 7.8M | 70.25 |
| 2023-03-31 | $457M | 6.6M | 69.58 |
| 2022-12-31 | $179M | 2.5M | 71.41 |
| 2022-03-31 | $188M | 2.6M | 72.51 |
| 2021-12-31 | $173M | 2.5M | 68.58 |
| 2021-09-30 | $155M | 2.5M | 61.97 |
| 2021-06-30 | $143M | 2.4M | 60.51 |
| 2021-03-31 | $190M | 3.1M | 62.16 |
| 2020-12-31 | $203M | 3.3M | 61.43 |
| 2020-09-30 | $55M | 1.0M | 54.22 |
| 2020-03-31 | $64M | 1.2M | 54.14 |
| 2019-12-31 | $98M | 1.5M | 63.70 |
| 2019-09-30 | $100M | 1.6M | 61.77 |
| 2019-06-30 | $94M | 1.7M | 55.28 |
| 2019-03-31 | $85M | 1.6M | 51.68 |
| 2018-12-31 | $68M | 1.6M | 43.92 |
| 2018-09-30 | $66M | 1.5M | 43.60 |
| 2018-06-30 | $53M | 1.1M | 46.31 |
| 2018-03-31 | $51M | 1.2M | 44.66 |
| 2017-12-31 | $46M | 949k | 48.09 |
| 2017-09-30 | $41M | 831k | 49.14 |
| 2017-06-30 | $42M | 885k | 47.88 |
| 2017-03-31 | $40M | 796k | 49.78 |
| 2016-12-31 | $29M | 593k | 49.19 |
| 2016-09-30 | $3.1M | 60k | 51.30 |
| 2016-06-30 | $8.6M | 161k | 53.63 |
| 2016-03-31 | $3.4M | 65k | 51.71 |
| 2015-12-31 | $3.0M | 63k | 46.80 |
| 2015-09-30 | $3.0M | 67k | 44.71 |
| 2015-06-30 | $7.1M | 171k | 41.90 |
| 2015-03-31 | $40M | 892k | 44.28 |
| 2014-12-31 | $127M | 2.6M | 49.11 |
| 2014-06-30 | $186M | 4.1M | 45.38 |
| 2014-03-31 | $144M | 3.3M | 43.94 |
| 2013-09-30 | $2.2M | 52k | 41.15 |
| 2013-06-30 | $2.2M | 50k | 44.16 |
| 2013-03-31 | $2.3M | 49k | 46.93 |
| 2012-12-31 | $1.2M | 28k | 42.78 |
| 2012-09-30 | $1.3M | 28k | 46.12 |
| 2012-06-30 | $86M | 1.8M | 46.30 |
| 2012-03-31 | $83M | 1.8M | 44.93 |
| 2011-12-31 | $82M | 1.8M | 46.29 |
| 2011-09-30 | $124M | 2.9M | 42.37 |
| 2011-06-30 | $107M | 2.6M | 40.38 |
| 2010-12-31 | $2.0M | 51k | 38.24 |
More positions owned by Wellington Management Company
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