Southern Company shares owned by Appleton Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Southern Company
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Quarterly reported holdings in Southern Company by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $397k | 5.7k | 70.19 |
| 2023-09-30 | $370k | 5.7k | 64.80 |
| 2023-06-30 | $415k | 5.9k | 70.24 |
| 2023-03-31 | $431k | 6.2k | 69.64 |
| 2022-12-31 | $406k | 5.7k | 71.39 |
| 2022-09-30 | $387k | 5.7k | 68.05 |
| 2021-12-31 | $207k | 3.0k | 68.70 |
| 2021-03-31 | $203k | 3.3k | 62.02 |
| 2020-12-31 | $233k | 3.8k | 61.30 |
| 2020-09-30 | $216k | 4.0k | 54.27 |
| 2020-06-30 | $200k | 3.9k | 51.80 |
| 2020-03-31 | $263k | 4.9k | 54.23 |
| 2019-12-31 | $320k | 5.0k | 63.62 |
| 2019-09-30 | $301k | 4.9k | 61.68 |
| 2019-06-30 | $282k | 5.1k | 55.24 |
| 2019-03-31 | $217k | 4.2k | 51.61 |
| 2018-12-31 | $233k | 5.3k | 43.92 |
| 2018-09-30 | $240k | 5.5k | 43.60 |
| 2018-06-30 | $278k | 6.0k | 46.37 |
| 2018-03-31 | $324k | 7.3k | 44.68 |
| 2017-12-31 | $474k | 9.9k | 48.08 |
| 2017-09-30 | $499k | 10k | 49.12 |
| 2017-06-30 | $478k | 10k | 47.84 |
| 2017-03-31 | $507k | 10k | 49.79 |
| 2016-12-31 | $548k | 11k | 49.16 |
| 2016-09-30 | $655k | 13k | 51.28 |
| 2016-06-30 | $678k | 13k | 53.61 |
| 2016-03-31 | $647k | 13k | 51.74 |
| 2015-12-31 | $557k | 12k | 46.75 |
| 2015-09-30 | $494k | 11k | 44.69 |
| 2015-06-30 | $528k | 13k | 41.91 |
| 2015-03-31 | $576k | 13k | 44.29 |
| 2014-12-31 | $303k | 6.2k | 49.15 |
| 2014-09-30 | $233k | 5.3k | 43.63 |