Southern Company shares owned by Bristlecone Advisors
Quarter-by-quarter ownership of Southern Company (SO) shares owned by Bristlecone Advisors
from 13F filings
Historical chart of Bristlecone Advisors investment in Southern Company
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Quarterly reported holdings in Southern Company by Bristlecone Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 19k | 71.74 |
| 2023-12-31 | $1.2M | 18k | 70.12 |
| 2023-09-30 | $1.1M | 17k | 64.72 |
| 2023-06-30 | $1.2M | 17k | 70.25 |
| 2023-03-31 | $1.2M | 17k | 69.58 |
| 2022-12-31 | $1.2M | 17k | 71.41 |
| 2022-09-30 | $1.1M | 15k | 67.98 |
| 2022-06-30 | $1.1M | 15k | 71.28 |
| 2022-03-31 | $1.1M | 15k | 72.48 |
| 2021-12-31 | $1.0M | 15k | 68.55 |
| 2021-09-30 | $924k | 15k | 61.96 |
| 2021-06-30 | $975k | 16k | 60.51 |
| 2021-03-31 | $1.0M | 17k | 62.17 |
| 2020-12-31 | $1.2M | 20k | 61.45 |
| 2020-09-30 | $1.1M | 20k | 54.21 |
| 2020-06-30 | $1.1M | 21k | 51.84 |
| 2020-03-31 | $1.1M | 21k | 54.12 |
| 2019-12-31 | $1.6M | 26k | 63.72 |
| 2019-09-30 | $1.2M | 19k | 61.79 |
| 2019-06-30 | $1.4M | 25k | 55.28 |
| 2019-03-31 | $975k | 19k | 51.69 |
| 2018-12-31 | $682k | 16k | 43.90 |
| 2018-09-30 | $690k | 16k | 43.57 |
| 2018-06-30 | $532k | 12k | 46.33 |
| 2018-03-31 | $906k | 20k | 44.64 |
| 2017-12-31 | $1.2M | 25k | 48.08 |
| 2017-09-30 | $1.2M | 25k | 49.12 |
| 2017-06-30 | $1.2M | 25k | 47.86 |
| 2017-03-31 | $1.3M | 25k | 49.78 |
| 2016-12-31 | $1.2M | 25k | 49.21 |
| 2016-09-30 | $1.7M | 33k | 51.30 |
| 2016-06-30 | $1.8M | 33k | 53.64 |
| 2016-03-31 | $1.5M | 28k | 51.73 |
| 2015-12-31 | $367k | 7.9k | 46.75 |