Southern Company shares owned by Mercer Global Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Mercer Global Advisors
from 13F filings
Historical chart of Mercer Global Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Mercer Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $17M | 236k | 71.88 |
| 2023-12-31 | $12M | 175k | 70.12 |
| 2023-09-30 | $11M | 170k | 64.72 |
| 2023-06-30 | $11M | 161k | 70.20 |
| 2023-03-31 | $11M | 151k | 69.58 |
| 2022-12-31 | $9.4M | 132k | 71.41 |
| 2022-09-30 | $8.2M | 121k | 68.00 |
| 2022-06-30 | $7.5M | 105k | 71.31 |
| 2022-03-31 | $6.5M | 90k | 72.52 |
| 2021-12-31 | $6.1M | 88k | 68.58 |
| 2021-09-30 | $5.5M | 89k | 61.97 |
| 2021-06-30 | $4.5M | 74k | 60.50 |
| 2021-03-31 | $4.8M | 77k | 62.16 |
| 2020-12-31 | $2.5M | 41k | 61.43 |
| 2020-09-30 | $2.6M | 49k | 54.22 |
| 2020-06-30 | $2.3M | 44k | 51.86 |
| 2020-03-31 | $2.4M | 44k | 54.15 |
| 2019-12-31 | $4.8M | 75k | 63.70 |
| 2019-09-30 | $5.2M | 84k | 61.76 |
| 2019-06-30 | $5.1M | 92k | 55.28 |
| 2019-03-31 | $4.7M | 92k | 51.68 |