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Southern Company shares owned by West Branch Capital

Quarter-by-quarter ownership of Southern Company (SO) shares owned by West Branch Capital from 13F filings

Historical chart of West Branch Capital investment in Southern Company

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All positions including Southern Company held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by West Branch Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $27k 372 71.74
2023-12-31 $55k 784 70.12
2023-09-30 $57k 881 64.72
2023-06-30 $62k 881 70.25
2023-03-31 $61k 881 69.58
2022-12-31 $67k 942 71.41
2022-09-30 $64k 942 67.94
2022-06-30 $67k 942 71.13
2022-03-31 $64k 881 72.64
2021-12-31 $70k 1.0k 68.49
2021-09-30 $57k 922 61.82
2021-06-30 $56k 922 60.74