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Southern Company shares owned by Beta Wealth

Quarter-by-quarter ownership of Southern Company (SO) shares owned by Beta Wealth from 13F filings

Historical chart of Beta Wealth investment in Southern Company

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All positions including Southern Company held by Beta Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern Company by Beta Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $386k 5.5k 70.12
2023-09-30 $376k 5.8k 64.72
2023-06-30 $393k 5.6k 70.25
2023-03-31 $355k 5.1k 69.58
2022-12-31 $343k 4.8k 71.41