SO THE SOUTHERN COMPANY COM

Ownership history in Welch Group, LLC  ·  71 quarters on record

This page tracks every 13F SEC filing in which Welch Group, LLC reported a position in THE SOUTHERN COMPANY COM (SO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.82% (2008 Q4)
Avg. % of fund
2.98%
First filed
2008 Q2
Last filed
2025 Q4
Quarters held
71
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 779,260 +6,686 +0.9% 2.62% $68.0M $86.52
2025 Q3 ADDED 772,574 +5,119 +0.7% 2.86% $73.2M $93.26
2025 Q2 ADDED 767,455 +1,005 +0.1% 2.94% $70.5M $89.66
2025 Q1 REDUCED 766,450 -13,896 -1.8% 3.07% $69.8M $89.03
2024 Q4 REDUCED 780,346 -5,375 -0.7% 2.90% $64.3M $79.03
2024 Q3 REDUCED 785,721 -3,560 -0.5% 3.08% $70.9M $85.87
2024 Q2 ADDED 789,281 +211 +0.0% 2.94% $61.2M $73.25
2024 Q1 ADDED 789,070 +11,248 +1.4% 2.81% $56.6M $67.13
2023 Q4 ADDED 777,822 +8,185 +1.1% 2.94% $54.5M $64.93
2023 Q3 ADDED 769,637 +8,329 +1.1% 2.95% $49.8M $59.33
61 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SO price (monthly, adj. close)
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