Southern Company shares owned by ZWJ Investment Counsel
Quarter-by-quarter ownership of Southern Company (SO) shares owned by ZWJ Investment Counsel
from 13F filings
Historical chart of ZWJ Investment Counsel investment in Southern Company
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All positions including Southern Company held by ZWJ Investment Counsel consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Southern Company by ZWJ Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.5M | 22k | 70.12 |
| 2023-09-30 | $1.4M | 22k | 64.72 |
| 2023-06-30 | $1.6M | 23k | 70.25 |
| 2023-03-31 | $1.6M | 23k | 69.58 |
| 2022-12-31 | $1.6M | 23k | 71.41 |
| 2022-09-30 | $1.5M | 23k | 68.01 |
| 2022-06-30 | $1.7M | 24k | 71.32 |
| 2022-03-31 | $1.6M | 22k | 72.50 |
| 2021-12-31 | $1.6M | 23k | 68.56 |
| 2021-09-30 | $1.4M | 23k | 61.97 |
| 2021-06-30 | $1.1M | 18k | 60.52 |
| 2021-03-31 | $2.8M | 45k | 62.15 |
| 2020-12-31 | $1.9M | 31k | 61.44 |
| 2020-09-30 | $1.3M | 25k | 54.22 |
| 2020-06-30 | $1.3M | 26k | 51.84 |
| 2020-03-31 | $1.5M | 27k | 54.14 |
| 2019-12-31 | $1.7M | 26k | 63.71 |
| 2019-09-30 | $1.5M | 25k | 61.79 |
| 2019-06-30 | $1.4M | 25k | 55.27 |
| 2019-03-31 | $1.1M | 22k | 51.68 |
| 2018-12-31 | $2.0M | 45k | 43.92 |
| 2018-09-30 | $1.0M | 24k | 43.62 |
| 2018-06-30 | $1.1M | 24k | 46.29 |
| 2018-03-31 | $1.2M | 27k | 44.64 |
| 2017-12-31 | $1.5M | 32k | 48.09 |
| 2017-09-30 | $1.7M | 35k | 49.14 |
| 2017-06-30 | $1.6M | 34k | 47.88 |
| 2017-03-31 | $3.0M | 61k | 49.79 |
| 2016-12-31 | $842k | 17k | 49.20 |
| 2016-09-30 | $889k | 17k | 51.33 |
| 2016-06-30 | $955k | 18k | 53.70 |
| 2016-03-31 | $949k | 18k | 51.63 |
| 2015-12-31 | $848k | 18k | 46.85 |
| 2015-09-30 | $814k | 18k | 44.76 |
| 2015-06-30 | $770k | 18k | 41.85 |
| 2015-03-31 | $817k | 18k | 44.35 |
| 2014-12-31 | $922k | 19k | 49.14 |
| 2014-09-30 | $735k | 17k | 43.72 |
| 2014-06-30 | $769k | 17k | 45.39 |
| 2014-03-31 | $749k | 17k | 43.95 |
| 2013-12-31 | $581k | 14k | 41.10 |
| 2013-09-30 | $561k | 14k | 41.10 |
| 2013-06-30 | $614k | 14k | 44.01 |
| 2013-03-31 | $684k | 15k | 46.94 |
| 2012-12-31 | $619k | 15k | 42.79 |
| 2012-09-30 | $653k | 14k | 46.21 |
| 2012-06-30 | $610k | 13k | 46.21 |
| 2012-03-31 | $1.4M | 31k | 44.92 |
| 2011-12-31 | $1.1M | 25k | 46.29 |
| 2011-09-30 | $451k | 11k | 42.30 |
| 2011-06-30 | $1.9M | 48k | 40.40 |
| 2011-03-31 | $1.7M | 46k | 38.13 |
| 2010-12-31 | $7.1M | 185k | 38.23 |