Southern Company shares owned by First Dallas Securities
Quarter-by-quarter ownership of Southern Company (SO) shares owned by First Dallas Securities
from 13F filings
Historical chart of First Dallas Securities investment in Southern Company
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Quarterly reported holdings in Southern Company by First Dallas Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $604k | 8.4k | 71.73 |
| 2023-06-30 | $632k | 9.0k | 70.30 |
| 2023-03-31 | $671k | 9.6k | 69.61 |
| 2022-12-31 | $728k | 10k | 71.40 |
| 2022-09-30 | $707k | 10k | 68.01 |
| 2022-06-30 | $754k | 11k | 71.30 |
| 2022-03-31 | $767k | 11k | 72.54 |
| 2021-12-31 | $742k | 11k | 68.55 |
| 2021-09-30 | $671k | 11k | 62.00 |
| 2021-06-30 | $655k | 11k | 60.52 |
| 2021-03-31 | $719k | 12k | 62.13 |
| 2020-12-31 | $726k | 12k | 61.41 |
| 2020-09-30 | $641k | 12k | 54.23 |
| 2020-03-31 | $621k | 12k | 54.14 |
| 2019-12-31 | $772k | 12k | 63.70 |
| 2019-09-30 | $801k | 13k | 61.76 |
| 2019-06-30 | $744k | 14k | 55.28 |
| 2019-03-31 | $737k | 14k | 51.69 |
| 2018-12-31 | $626k | 14k | 43.91 |
| 2018-09-30 | $622k | 14k | 43.63 |
| 2018-06-30 | $644k | 14k | 46.31 |
| 2018-03-31 | $650k | 15k | 44.66 |
| 2017-12-31 | $604k | 13k | 48.12 |
| 2017-09-30 | $617k | 13k | 49.15 |
| 2017-06-30 | $601k | 13k | 47.88 |
| 2017-03-31 | $640k | 13k | 49.80 |
| 2016-12-31 | $645k | 13k | 49.18 |
| 2016-09-30 | $678k | 13k | 51.30 |
| 2016-06-30 | $875k | 16k | 53.63 |
| 2016-03-31 | $807k | 16k | 51.73 |
| 2015-12-31 | $765k | 16k | 46.79 |
| 2015-09-30 | $762k | 17k | 44.69 |
| 2015-06-30 | $741k | 18k | 41.87 |
| 2015-03-31 | $775k | 18k | 44.29 |
| 2014-12-31 | $933k | 19k | 49.12 |
| 2014-09-30 | $856k | 20k | 43.68 |
| 2014-06-30 | $889k | 20k | 45.37 |
| 2014-03-31 | $846k | 19k | 43.96 |
| 2013-12-31 | $791k | 19k | 41.11 |
| 2013-09-30 | $801k | 19k | 41.20 |
| 2013-06-30 | $862k | 20k | 44.11 |
| 2011-12-31 | $974k | 21k | 46.27 |
| 2011-09-30 | $895k | 21k | 42.35 |
| 2011-06-30 | $853k | 21k | 40.36 |
| 2011-03-31 | $804k | 21k | 38.10 |
| 2010-12-31 | $765k | 20k | 38.25 |