Southern Company shares owned by Westwood Holdings
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Westwood Holdings
from 13F filings
Historical chart of Westwood Holdings investment in Southern Company
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Quarterly reported holdings in Southern Company by Westwood Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $65M | 690k | 94.77 |
| 2025-06-30 | $69M | 750k | 91.83 |
| 2025-03-31 | $80M | 869k | 91.95 |
| 2024-12-31 | $74M | 896k | 82.32 |
| 2024-09-30 | $4.4M | 49k | 90.18 |
| 2024-06-30 | $267k | 3.4k | 77.57 |
| 2024-03-31 | $248k | 3.5k | 71.88 |
| 2023-09-30 | $409k | 6.3k | 64.74 |
| 2023-06-30 | $447k | 6.4k | 70.17 |
| 2023-03-31 | $431k | 6.2k | 69.62 |
| 2017-06-30 | $30k | 622 | 48.23 |
| 2016-06-30 | $12k | 220 | 54.55 |
| 2016-03-31 | $32M | 617k | 51.73 |
| 2015-12-31 | $59M | 1.3M | 46.79 |
| 2015-09-30 | $56M | 1.3M | 44.70 |
| 2015-06-30 | $52M | 1.2M | 41.90 |
| 2015-03-31 | $56M | 1.3M | 44.28 |
| 2014-12-31 | $55M | 1.1M | 49.11 |
| 2014-09-30 | $50M | 1.1M | 43.65 |
| 2014-06-30 | $46M | 1.0M | 45.38 |
| 2014-03-31 | $38M | 872k | 43.94 |
| 2013-12-31 | $36M | 872k | 41.11 |
| 2013-09-30 | $30M | 724k | 41.18 |
| 2013-06-30 | $41M | 931k | 44.13 |