Southern Company shares owned by Wills Financial Group
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Wills Financial Group
from 13F filings
Historical chart of Wills Financial Group investment in Southern Company
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All positions including Southern Company held by Wills Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by Wills Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.1M | 30k | 70.12 |
| 2023-09-30 | $2.0M | 32k | 64.72 |
| 2023-06-30 | $2.2M | 32k | 70.25 |
| 2023-03-31 | $2.2M | 32k | 69.58 |
| 2022-12-31 | $2.3M | 32k | 71.41 |
| 2022-09-30 | $2.1M | 31k | 68.00 |
| 2022-06-30 | $2.2M | 32k | 71.30 |
| 2022-03-31 | $2.5M | 35k | 72.52 |
| 2021-12-31 | $2.2M | 33k | 68.55 |
| 2021-09-30 | $2.0M | 33k | 61.95 |
| 2021-06-30 | $2.4M | 40k | 60.49 |
| 2021-03-31 | $2.4M | 38k | 62.15 |
| 2020-12-31 | $2.7M | 44k | 61.42 |
| 2020-09-30 | $2.5M | 46k | 54.23 |
| 2020-06-30 | $2.4M | 46k | 51.85 |
| 2020-03-31 | $2.5M | 46k | 54.15 |
| 2019-12-31 | $2.9M | 46k | 63.69 |
| 2019-09-30 | $2.8M | 46k | 61.77 |
| 2019-06-30 | $2.5M | 46k | 55.29 |
| 2019-03-31 | $2.4M | 46k | 51.66 |
| 2018-12-31 | $2.1M | 47k | 43.91 |
| 2018-09-30 | $2.3M | 52k | 43.60 |
| 2018-06-30 | $2.4M | 52k | 46.30 |
| 2018-03-31 | $2.3M | 52k | 44.66 |
| 2017-12-31 | $2.8M | 57k | 48.08 |
| 2017-09-30 | $2.9M | 59k | 49.13 |
| 2017-06-30 | $2.6M | 54k | 47.88 |
| 2017-03-31 | $2.6M | 53k | 49.79 |
| 2016-12-31 | $2.4M | 49k | 49.19 |
| 2016-09-30 | $2.4M | 46k | 51.29 |
| 2016-06-30 | $2.6M | 49k | 53.63 |
| 2016-03-31 | $2.5M | 49k | 51.71 |
| 2015-12-31 | $2.3M | 49k | 46.78 |
| 2015-09-30 | $1.9M | 43k | 44.68 |
| 2015-06-30 | $1.6M | 39k | 41.90 |
| 2015-03-31 | $1.2M | 27k | 44.28 |
| 2014-12-31 | $1.3M | 27k | 49.09 |
| 2014-09-30 | $1.2M | 27k | 43.61 |
| 2014-06-30 | $1.2M | 26k | 45.36 |
| 2014-03-31 | $1.1M | 25k | 43.92 |
| 2013-12-31 | $1.0M | 24k | 41.07 |
| 2010-12-31 | $1.8M | 46k | 38.23 |