Southern Company shares owned by Berkeley Capital Partners
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Berkeley Capital Partners
from 13F filings
Historical chart of Berkeley Capital Partners investment in Southern Company
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Quarterly reported holdings in Southern Company by Berkeley Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $970k | 14k | 70.12 |
| 2023-09-30 | $938k | 15k | 64.72 |
| 2023-06-30 | $1.0M | 15k | 70.25 |
| 2023-03-31 | $1.0M | 15k | 69.58 |
| 2022-12-31 | $998k | 14k | 71.41 |
| 2022-09-30 | $918k | 14k | 68.03 |
| 2022-06-30 | $971k | 14k | 71.31 |
| 2022-03-31 | $893k | 12k | 72.54 |
| 2021-12-31 | $1.1M | 17k | 68.56 |
| 2021-09-30 | $1.1M | 18k | 61.97 |
| 2021-06-30 | $1.1M | 18k | 60.52 |
| 2021-03-31 | $1.2M | 19k | 62.14 |
| 2020-12-31 | $1.2M | 19k | 61.44 |
| 2020-09-30 | $1.2M | 21k | 54.22 |
| 2020-06-30 | $1.2M | 23k | 51.84 |
| 2020-03-31 | $1.4M | 26k | 54.15 |
| 2019-12-31 | $1.5M | 23k | 63.72 |
| 2019-09-30 | $1.4M | 23k | 61.79 |
| 2019-06-30 | $1.2M | 22k | 55.26 |
| 2019-03-31 | $1.3M | 26k | 51.69 |
| 2018-12-31 | $1.5M | 35k | 43.93 |
| 2018-09-30 | $1.5M | 35k | 43.59 |
| 2018-06-30 | $904k | 20k | 46.31 |
| 2018-03-31 | $754k | 17k | 44.60 |
| 2017-12-31 | $789k | 16k | 48.10 |
| 2017-09-30 | $820k | 17k | 49.11 |
| 2017-06-30 | $790k | 17k | 47.87 |
| 2017-03-31 | $854k | 17k | 49.81 |
| 2016-12-31 | $1.3M | 27k | 49.19 |
| 2016-09-30 | $1.2M | 23k | 51.28 |
| 2016-06-30 | $1.5M | 28k | 53.62 |
| 2016-03-31 | $1.4M | 27k | 51.71 |
| 2015-12-31 | $899k | 19k | 46.81 |