Southern Company shares owned by Zacks Investment Management
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Zacks Investment Management
from 13F filings
Historical chart of Zacks Investment Management investment in Southern Company
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Quarterly reported holdings in Southern Company by Zacks Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $100M | 1.1M | 94.77 |
| 2025-06-30 | $121M | 1.3M | 91.83 |
| 2025-03-31 | $120M | 1.3M | 91.95 |
| 2024-12-31 | $106M | 1.3M | 82.32 |
| 2024-09-30 | $129M | 1.4M | 90.18 |
| 2024-06-30 | $100M | 1.3M | 77.57 |
| 2024-03-31 | $89M | 1.2M | 71.74 |
| 2023-12-31 | $84M | 1.2M | 70.12 |
| 2023-09-30 | $80M | 1.2M | 64.72 |
| 2023-06-30 | $81M | 1.1M | 70.25 |
| 2023-03-31 | $85M | 1.2M | 69.58 |
| 2022-12-31 | $84M | 1.2M | 71.41 |
| 2022-09-30 | $77M | 1.1M | 68.00 |
| 2022-06-30 | $78M | 1.1M | 71.31 |
| 2022-03-31 | $73M | 1.0M | 72.51 |
| 2021-12-31 | $65M | 944k | 68.58 |
| 2021-09-30 | $58M | 930k | 61.97 |
| 2021-06-30 | $55M | 903k | 60.51 |
| 2021-03-31 | $53M | 857k | 62.16 |
| 2020-12-31 | $58M | 946k | 61.43 |
| 2020-09-30 | $53M | 974k | 54.22 |
| 2020-06-30 | $49M | 942k | 51.85 |
| 2020-03-31 | $54M | 990k | 54.14 |
| 2019-12-31 | $64M | 1.0M | 63.70 |
| 2019-09-30 | $62M | 997k | 61.77 |
| 2019-06-30 | $54M | 979k | 55.28 |
| 2019-03-31 | $44M | 842k | 51.68 |
| 2017-03-31 | $243k | 4.9k | 49.87 |
| 2015-12-31 | $491k | 11k | 46.77 |
| 2014-12-31 | $576k | 12k | 49.15 |
| 2011-12-31 | $11M | 229k | 46.29 |
| 2011-09-30 | $9.8M | 232k | 42.37 |
| 2011-06-30 | $3.8M | 94k | 40.38 |
| 2011-03-31 | $3.5M | 93k | 38.11 |
| 2010-12-31 | $3.5M | 93k | 38.23 |
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