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Southern Company shares owned by Bourgeon Capital Management

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

Historical chart of Bourgeon Capital Management investment in Southern Company

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

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Quarterly reported holdings in Southern Company by Bourgeon Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $36k 511 70.12
2023-09-30 $33k 511 64.72
2023-06-30 $36k 511 70.25
2023-03-31 $36k 511 69.58
2022-12-31 $37k 511 71.41
2022-09-30 $12k 175 68.57
2022-06-30 $12k 175 68.57
2022-03-31 $13k 175 74.29
2021-12-31 $12k 175 68.57
2021-09-30 $11k 175 62.86
2021-06-30 $11k 175 62.86
2021-03-31 $11k 175 62.86
2020-12-31 $11k 175 62.86
2020-09-30 $9.0k 175 51.43
2020-06-30 $9.0k 175 51.43
2020-03-31 $9.0k 175 51.43
2019-12-31 $11k 175 62.86
2019-09-30 $11k 175 62.86