Southern Company shares owned by Whitney & Company
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Whitney & Company
from 13F filings
Historical chart of Whitney & Company investment in Southern Company
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All positions including Southern Company held by Whitney & Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Whitney & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $266k | 3.1k | 87.20 |
| 2018-09-30 | $57k | 1.2k | 46.84 |
| 2018-06-30 | $79k | 1.7k | 46.47 |
| 2018-03-31 | $3.5M | 79k | 44.66 |
| 2017-12-31 | $4.5M | 94k | 48.09 |
| 2017-09-30 | $4.5M | 94k | 47.89 |
| 2017-06-30 | $4.5M | 94k | 47.88 |
| 2017-03-31 | $4.5M | 90k | 49.78 |
| 2016-12-31 | $4.3M | 88k | 49.19 |
| 2016-09-30 | $4.4M | 85k | 51.30 |
| 2016-06-30 | $4.6M | 86k | 53.63 |
| 2016-03-31 | $4.4M | 86k | 51.73 |
| 2015-12-31 | $3.9M | 84k | 46.79 |
| 2015-09-30 | $3.7M | 84k | 44.69 |
| 2015-06-30 | $3.4M | 81k | 41.91 |
| 2015-03-31 | $3.5M | 79k | 44.28 |
| 2014-12-31 | $3.7M | 76k | 49.11 |
| 2014-09-30 | $3.0M | 69k | 43.65 |
| 2014-06-30 | $3.1M | 68k | 45.38 |
| 2014-03-31 | $2.8M | 64k | 43.94 |
| 2013-12-31 | $2.5M | 61k | 41.11 |
| 2013-09-30 | $2.0M | 48k | 41.19 |
| 2013-06-30 | $2.0M | 46k | 44.14 |
| 2013-03-31 | $2.4M | 52k | 46.92 |