Southern Company shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in Southern Company
Tip: Access up to 7 years of quarterly data
All positions including Southern Company held by Beacon Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Southern Company by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $335k | 4.7k | 71.74 |
| 2023-12-31 | $327k | 4.7k | 70.12 |
| 2023-09-30 | $448k | 6.9k | 64.72 |
| 2023-06-30 | $510k | 7.3k | 70.25 |
| 2023-03-31 | $532k | 7.6k | 69.58 |
| 2022-12-31 | $545k | 7.6k | 71.41 |
| 2022-09-30 | $536k | 7.9k | 67.99 |
| 2022-06-30 | $537k | 7.5k | 71.32 |
| 2022-03-31 | $552k | 7.6k | 72.50 |
| 2021-12-31 | $525k | 7.7k | 68.62 |
| 2021-09-30 | $472k | 7.6k | 61.99 |
| 2021-06-30 | $597k | 9.9k | 60.52 |
| 2021-03-31 | $654k | 11k | 62.20 |
| 2020-12-31 | $652k | 11k | 61.43 |
| 2020-09-30 | $583k | 11k | 54.25 |
| 2020-06-30 | $550k | 11k | 51.82 |
| 2018-03-31 | $334k | 7.5k | 44.65 |
| 2017-12-31 | $342k | 7.1k | 48.10 |
| 2017-09-30 | $486k | 9.9k | 49.16 |
More positions owned by Beacon Investment Advisory Services
View all positions for Beacon Investment Advisory Services