SOUTHERN CO - COM (SO)

Historical Portfolio Holders from Q1 2014 to Q2 2024

All holders as of March 31, 2024
Q1 2024
Type / Class
Equity / COM
Shares, excl. options Q1 2024
700M
Holdings value Q1 2024
$50.2B
Value change Q1 2024
+$10.8M
Grand Portfolio weight change Q1 2024
+0%
Number of holders
1765
Number of buys Q1 2024
277
Number of sells Q1 2024
-244
Average buys Q1 2024 %
+0.005%
Average sells Q1 2024 %
-0.004%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q2 36.3M $2.82B -$18.1M $77.57 624
2024 Q1 700M $50.2B +$10.8M $71.74 1,765
2023 Q4 700M $49.1B +$1.19B $70.12 1,793
2023 Q3 683M $44.2B -$182M $64.72 1,673
2023 Q2 680M $47.8B -$1.12B $70.25 1,691
2023 Q1 699M $48.7B +$973M $69.58 1,671
2022 Q4 686M $49B +$1.13B $71.41 1,702
2022 Q3 638M $43.4B +$1.04B $68.00 1,629
2022 Q2 659M $47B +$690M $71.31 1,640
2022 Q1 651M $47.1B +$933M $72.51 1,668
2021 Q4 639M $43.8B +$412M $68.58 1,626
2021 Q3 605M $37.5B -$152M $61.97 1,462
2021 Q2 631M $38.2B -$37M $60.51 1,488
2021 Q1 609M $37.8B +$590M $62.16 1,470
2020 Q4 600M $36.8B +$254M $61.43 1,474
2020 Q3 612M $33.2B +$27.8M $54.22 1,345
2020 Q2 611M $31.8B -$801M $51.85 1,354
2020 Q1 626M $33.9B -$71.4M $54.14 1,344
2019 Q4 547M $34.8B +$46.7M $63.70 1,420
2019 Q3 534M $33B +$469M $61.77 1,304
2019 Q2 595M $32.9B +$959M $55.28 1,261
2019 Q1 595M $30.7B +$491M $51.68 1,255
2018 Q4 586M $25.7B -$77.1M $43.92 1,200
2018 Q3 579M $25.3B +$23.6M $43.60 1,175
2018 Q2 587M $27.2B +$338M $46.31 1,172
2018 Q1 580M $25.9B +$367M $44.66 1,184
2017 Q4 563M $27B +$777M $48.09 1,226
2017 Q3 544M $26.7B +$242M $49.14 1,153
2017 Q2 539M $25.8B +$75.2M $47.88 1,163
2017 Q1 543M $27B +$3.76B $49.78 1,193
2016 Q4 525M $25.8B +$516M $49.19 1,169
2016 Q3 513M $26.3B +$1.56B $51.30 1,129
2016 Q2 468M $25.1B +$987M $53.63 1,149
2016 Q1 449M $23.2B +$388M $51.73 1,118
2015 Q4 454M $21.2B -$211M $46.79 1,054
2015 Q3 454M $20.3B -$222M $44.70 998
2015 Q2 462M $19.4B +$447M $41.90 985
2015 Q1 438M $19.4B -$667M $44.28 1,018
2014 Q4 466M $22.9B +$730M $49.11 1,038
2014 Q3 450M $19.6B +$162M $43.65 924
2014 Q2 447M $20.3B +$606M $45.38 949
2014 Q1 434M $19.1B +$597M $43.94 914