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Southern Company shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Southern Company

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All positions including Southern Company held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.4M 106k 70.12
2023-09-30 $8.4M 130k 64.72
2023-06-30 $5.0M 72k 70.25
2023-03-31 $7.3M 105k 69.58
2022-12-31 $5.2M 73k 71.41
2022-09-30 $3.9M 57k 67.97
2022-06-30 $4.1M 58k 71.38
2022-03-31 $6.3M 86k 72.51
2021-12-31 $1.4M 21k 68.57
2021-09-30 $3.4M 54k 61.98
2021-06-30 $1.4M 22k 60.51
2021-03-31 $589k 9.5k 61.93
2020-12-31 $661k 11k 61.48
2020-09-30 $423k 7.8k 54.25
2020-06-30 $525k 10k 52.04
2020-03-31 $376k 6.8k 55.07
2019-12-31 $246k 3.8k 63.91
2019-06-30 $219k 4.0k 55.30