Southern Company shares owned by Lincoln National
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Lincoln National
from 13F filings
Historical chart of Lincoln National investment in Southern Company
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Quarterly reported holdings in Southern Company by Lincoln National
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.9M | 54k | 71.75 |
| 2023-12-31 | $3.6M | 51k | 70.12 |
| 2023-09-30 | $3.3M | 51k | 64.72 |
| 2023-06-30 | $3.6M | 51k | 70.25 |
| 2023-03-31 | $3.3M | 48k | 69.58 |
| 2022-12-31 | $3.5M | 49k | 71.41 |
| 2022-09-30 | $3.3M | 48k | 67.99 |
| 2022-06-30 | $3.3M | 46k | 71.36 |
| 2022-03-31 | $3.2M | 45k | 72.51 |
| 2021-12-31 | $3.0M | 44k | 68.48 |
| 2021-09-30 | $2.5M | 40k | 61.96 |
| 2021-06-30 | $2.6M | 42k | 60.50 |
| 2021-03-31 | $2.7M | 44k | 62.16 |
| 2020-12-31 | $2.7M | 44k | 61.38 |
| 2020-09-30 | $2.4M | 44k | 54.17 |
| 2020-06-30 | $2.5M | 48k | 51.84 |
| 2020-03-31 | $2.7M | 50k | 54.14 |
| 2019-12-31 | $2.9M | 45k | 63.62 |
| 2019-09-30 | $2.5M | 40k | 61.77 |
| 2019-06-30 | $2.1M | 39k | 55.27 |
| 2019-03-31 | $1.7M | 34k | 51.68 |
| 2018-12-31 | $1.4M | 32k | 43.91 |
| 2018-09-30 | $1.4M | 33k | 43.92 |
| 2018-06-30 | $1.4M | 31k | 46.29 |
| 2018-03-31 | $1.4M | 32k | 44.68 |
| 2017-12-31 | $2.8M | 57k | 48.22 |
| 2017-09-30 | $1.5M | 30k | 49.15 |
| 2017-06-30 | $1.5M | 31k | 47.88 |
| 2017-03-31 | $1.5M | 29k | 49.79 |
| 2016-12-31 | $1.4M | 29k | 49.17 |
| 2016-09-30 | $1.4M | 28k | 51.27 |
| 2016-06-30 | $1.1M | 20k | 53.64 |
| 2016-03-31 | $993k | 19k | 51.73 |
| 2015-12-31 | $220k | 4.7k | 46.59 |
| 2015-09-30 | $202k | 4.5k | 44.60 |